How big is T. KOEN Orthodontics, PLLC's plan?

T. KOEN Orthodontics, PLLC's plan reported $1.9M in assets and 24 participants for 2024.

Original filing (PDF)20251001101203NAL0020813506001

T. KOEN Orthodontics, PLLC

Name: T. KOEN Orthodontics, PLLC — KOEN 401(k) Profit, Form 5500 (2024)
Creator: T. KOEN Orthodontics, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KOEN 401(k) Profit Sharing Plan

401(k) retirement plan · T. KOEN Orthodontics, PLLC's KOEN 401(k) Profit Sharing Plan held $1.9M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

T. KOEN Orthodontics, PLLC's EIN is 20-5677530.

EIN 20-5677530

Plan number 001

Plan year 2024

ACK ID 20251001101203NAL0020813506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for T. KOEN Orthodontics, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

T. KOEN Orthodontics, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for T. KOEN ORTHODONTICS, 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