How big is Jason R. Bourne, DDS, MS, PLLC's plan?

Jason R. Bourne, DDS, MS, PLLC's plan reported $2.8M in assets and 11 participants for 2024.

Original filing (PDF)20251013112025NAL0000536851001

Jason R. Bourne, DDS, MS, PLLC

Name: Jason R. Bourne, DDS, MS, PLLC — Jason R. Bourne, Form 5500 (2024)
Creator: Jason R. Bourne, DDS, MS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason R. Bourne, DDS, MS, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Jason R. Bourne, DDS, MS, PLLC's Jason R. Bourne, DDS, MS, PLLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Jason R. Bourne, DDS, MS, PLLC's EIN is 20-0315276.

EIN 20-0315276

Plan number 001

Plan year 2024

ACK ID 20251013112025NAL0000536851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason R. Bourne, DDS, MS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason R. Bourne, DDS, MS, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON R. BOURNE, DDS, MS, PLLC.

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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