How big is Timothy J. Eggert D.D.S, and MAT's plan?

Timothy J. Eggert D.D.S, and MAT's plan reported $6.8M in assets and 9 participants for 2024.

Original filing (PDF)20250822083155NAL0008897200001

Timothy J. Eggert D.D.S, and MAT

Name: Timothy J. Eggert D.D.S, and MAT — Eggert & Coles, Form 5500 (2024)
Creator: Timothy J. Eggert D.D.S, and MAT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eggert & Coles, D.D.S 401(k) Profit Sharing Plan

401(k) retirement plan · Timothy J. Eggert D.D.S, and MAT's Eggert & Coles, D.D.S 401(k) Profit Sharing Plan held $6.8M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

Plan identifiers

Timothy J. Eggert D.D.S, and MAT's EIN is 16-1388113.

EIN 16-1388113

Plan number 002

Plan year 2024

ACK ID 20250822083155NAL0008897200001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Timothy J. Eggert D.D.S, and MAT from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Timothy J. Eggert D.D.S, and MAT's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIMOTHY J. EGGERT D.D.S, AND MAT.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score