How big is David L. Brockman, PC's plan?

David L. Brockman, PC's plan reported $490K in assets and 14 participants for 2024.

Original filing (PDF)20250930055518NAL0028617202001

David L. Brockman, PC

Name: David L. Brockman, PC — Brockman Orthodontics 401(k), Form 5500 (2024)
Creator: David L. Brockman, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brockman Orthodontics 401(k) Profit Sharing Plan

401(k) retirement plan · David L. Brockman, PC's Brockman Orthodontics 401(k) Profit Sharing Plan held $490K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$490K

Net assets (EOY)

$490K

People on this filing

David Brockman signed David L. Brockman, PC's 2024 Form 5500 as plan administrator.

David Brockman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

David L. Brockman, PC's EIN is 20-0066884.

EIN 20-0066884

Plan number 001

Plan year 2024

ACK ID 20250930055518NAL0028617202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David L. Brockman, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David L. Brockman, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L. BROCKMAN, PC.

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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