How big is Joseph S. Thompson, DDS, PC's plan?

Joseph S. Thompson, DDS, PC's plan reported $2.3M in assets and 3 participants for 2024.

Original filing (PDF)20250904145615NAL0016399601001

Joseph S. Thompson, DDS, PC

Name: Joseph S. Thompson, DDS, PC — Joseph S. Thompson, Form 5500 (2024)
Creator: Joseph S. Thompson, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph S. Thompson, DDS, PC 401(k) P/S Plan

401(k) retirement plan · Joseph S. Thompson, DDS, PC's Joseph S. Thompson, DDS, PC 401(k) P/S Plan held $2.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

KIM Karlberg signed Joseph S. Thompson, DDS, PC's 2024 Form 5500 as plan administrator.

KIM Karlberg — 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

Joseph S. Thompson, DDS, PC's EIN is 20-3502540.

EIN 20-3502540

Plan number 001

Plan year 2024

ACK ID 20250904145615NAL0016399601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph S. Thompson, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph S. Thompson, DDS, PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH S. THOMPSON, DDS, 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 (99th percentile).

Plan sponsor

Name

JOSEPH S. THOMPSON, DDS, PC

EIN

all filings

Address

5150 W. 20TH STREET · GREELEY, CO · 80634

Phone

(970) 744-0183

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator