How big is Eric M. Wallace, D.D.S., PC's plan?

Eric M. Wallace, D.D.S., PC's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20251015205913NAL0011516370001

Eric M. Wallace, D.D.S., PC

Name: Eric M. Wallace, D.D.S., PC — Eric M. Wallace, Form 5500 (2024)
Creator: Eric M. Wallace, D.D.S., PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric M. Wallace, D.D.S. 401(k) Plan and Trust

401(k) retirement plan · Eric M. Wallace, D.D.S., PC's Eric M. Wallace, D.D.S. 401(k) Plan and Trust held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Eric M. Wallace, D.D.S., PC's EIN is 20-1431274.

EIN 20-1431274

Plan number 001

Plan year 2024

ACK ID 20251015205913NAL0011516370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric M. Wallace, D.D.S., PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric M. Wallace, D.D.S., PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIC M. WALLACE, D.D.S., 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

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 (91st percentile).

Plan sponsor

Name

ERIC M. WALLACE, D.D.S., PC

EIN

all filings

Address

1515 STATE STREET, SUITE 9 · SANTA BARBARA, CA · 93101

Phone

(805) 962-7933

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator