How big is Sally SONG, DMD, MSD, LLC's plan?

Sally SONG, DMD, MSD, LLC's plan reported $870K in assets and 1 participants for 2023.

Original filing (PDF)20240917075904NAL0002476113001

Sally SONG, DMD, MSD, LLC

Name: Sally SONG, DMD, MSD, LLC — Sally SONG, DMD, MSD, Form 5500 (2023)
Creator: Sally SONG, DMD, MSD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sally SONG, DMD, MSD, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Sally SONG, DMD, MSD, LLC's Sally SONG, DMD, MSD, LLC 401(k) Profit Sharing Plan held $870K in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

Plan identifiers

Sally SONG, DMD, MSD, LLC's EIN is 20-1584766.

EIN 20-1584766

Plan number 003

Plan year 2023

ACK ID 20240917075904NAL0002476113001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sally SONG, DMD, MSD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sally SONG, DMD, MSD, LLC'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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

SALLY SONG, DMD, MSD, LLC

EIN

all filings

Address

330 RATZER RD., C18 · WAYNE, NJ · 07470

Phone

(973) 696-5220

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator