How big is Finley Periodontics, PLLC's plan?

Finley Periodontics, PLLC's plan reported $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20250925125039NAL0007644449001

Finley Periodontics, PLLC

Name: Finley Periodontics, PLLC — Finley Periodontics, Form 5500 (2024)
Creator: Finley Periodontics, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finley Periodontics 401(k) Plan

401(k) retirement plan · Finley Periodontics, PLLC's Finley Periodontics 401(k) Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

James M Finley DDS signed Finley Periodontics, PLLC's 2024 Form 5500 as plan administrator.

James M Finley DDS — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Finley Periodontics, PLLC's EIN is 20-2038896.

EIN 20-2038896

Plan number 001

Plan year 2024

ACK ID 20250925125039NAL0007644449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finley Periodontics, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finley Periodontics, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINLEY PERIODONTICS, 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