· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JASON R. BOURNE, DDS, MS, PLLC — JASON R. BOURNE, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013112025NAL0000536851001
JASON R. BOURNE, DDS, MS, PLLC
Form 5500-SF
FILING_RECEIVED
JASON R. BOURNE, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
17
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JASON R. BOURNE, DDS, MS, PLLC
.
Find decision makers
Plan sponsor
Name
JASON R. BOURNE, DDS, MS, PLLC
EIN
20-0315276
Address
815 STATE AVENUE #3 · MARYSVILLE, WA · 98270
Phone
(360) 659-0211
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
TOD H WAKAMATSU, DDS, INC.
TOD H. WAKAMATSU, DDS, INC. 401(K) PROFIT SHARING PLAN
$2.8M · 8 participants
HAMLET KARAPETIAN DMD INC
HAMLET KARAPETIAN DMD INC 401(K) PROFIT SHARING PLAN
$2.8M · 27 participants
CX SUPPLY, INC
DINO A. CACCHIOTTI, DDS, MS 401K PROFIT SHARING PLAN
$2.8M · 18 participants
TODD A. FRANKLIN, D.D.S., INC.
TODD A. FRANKLIN, D.D.S., INC. PROFIT SHARING 401K PLAN
$2.8M
KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S. PROFIT SHARING 401(K) PLAN
$2.8M · 2 participants
M & R DENTAL ASSOCIATES, LLC
M & R DENTAL ASSOCIATES LLC, KEOGH PLAN
$2.8M · 7 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
