How big is JON P. Oefinger, D.D.S., P.C.'s plan?

JON P. Oefinger, D.D.S., P.C.'s plan reported $1.3M in assets and 6 participants for 2024.

Original filing (PDF)20251010113039NAL0012457872001

JON P. Oefinger, D.D.S., P.C.

Name: JON P. Oefinger, D.D.S., P.C. — JON P. Oefinger, D., Form 5500 (2024)
Creator: JON P. Oefinger, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON P. Oefinger, D. D. S. , P. C. Retirement Plan & Trust

401(k) retirement plan · JON P. Oefinger, D.D.S., P.C.'s JON P. Oefinger, D. D. S. , P. C. Retirement Plan & Trust held $1.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

JON P. Oefinger, D.D.S., P.C.'s EIN is 20-0137585.

EIN 20-0137585

Plan number 001

Plan year 2024

ACK ID 20251010113039NAL0012457872001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JON P. Oefinger, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JON P. Oefinger, D.D.S., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON P. OEFINGER, D.D.S., P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JON P. OEFINGER, D.D.S., P.C.

EIN

all filings

Address

13221 N.W. MILITARY HWY · SAN ANTONIO, TX · 78231

Phone

(210) 492-5668

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator