How big is Mark a Shaw, DDS' plan?

Mark a Shaw, DDS' plan reported $2.5M in assets and 6 participants for 2024.

Original filing (PDF)20251010112144NAL0012962848001

Mark a Shaw, DDS

Name: Mark a Shaw, DDS — Mark a Shaw DDS 401(k) Profit, Form 5500 (2024)
Creator: Mark a Shaw, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark a Shaw DDS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Mark a Shaw, DDS' Mark a Shaw DDS 401(k) Profit Sharing Plan & Trust held $2.5M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Richard Tatum signed Mark a Shaw, DDS' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Mark a Shaw, DDS' EIN is 20-3811784.

EIN 20-3811784

Plan number 001

Plan year 2024

ACK ID 20251010112144NAL0012962848001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark a Shaw, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark a Shaw, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK A SHAW, DDS.

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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

Knocking points off