How big is Donald W. Norton, DMD, P.A.'s plan?

Donald W. Norton, DMD, P.A.'s plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250427202616NAL0026391954001

Donald W. Norton, DMD, P.A.

Name: Donald W. Norton, DMD, P.A. — Donald W. Norton, DMD., Form 5500 (2024)
Creator: Donald W. Norton, DMD, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donald W. Norton, DMD. Profit Sharing Plan

401(k) retirement plan · Donald W. Norton, DMD, P.A.'s Donald W. Norton, DMD. Profit Sharing Plan held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Donald W. Norton, DMD, P.A.'s EIN is 20-1395437.

EIN 20-1395437

Plan number 001

Plan year 2024

ACK ID 20250427202616NAL0026391954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donald W. Norton, DMD, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donald W. Norton, DMD, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (98th percentile).

Plan sponsor

Name

DONALD W. NORTON, DMD, P.A.

EIN

all filings

Address

3839 WOODLAKE DR. · BONITA SPRING, FL · 34134

Phone

(202) 494-7175

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator