How big is Wade POAT, DMD, PSC's plan?

Wade POAT, DMD, PSC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250604140843NAL0010907121001

Wade POAT, DMD, PSC

Name: Wade POAT, DMD, PSC — Wade POAT, DMD, PSC 401(k), Form 5500 (2024)
Creator: Wade POAT, DMD, PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wade POAT, DMD, PSC 401(k) Profit Sharing Plan

401(k) retirement plan · Wade POAT, DMD, PSC's Wade POAT, DMD, PSC 401(k) Profit Sharing Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Allan POAT signed Wade POAT, DMD, PSC's 2024 Form 5500 as plan administrator.

Allan POAT — 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

Wade POAT, DMD, PSC's EIN is 20-8734857.

EIN 20-8734857

Plan number 001

Plan year 2024

ACK ID 20250604140843NAL0010907121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wade POAT, DMD, PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wade POAT, DMD, PSC'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 WADE POAT, DMD, PSC.

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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