How big is M. James Daniels, D.M.D.'s plan?

M. James Daniels, D.M.D.'s plan reported $3.1M in assets and 8 participants for 2024.

Original filing (PDF)20251014105343NAL0001262739001

M. James Daniels, D.M.D.

Name: M. James Daniels, D.M.D. — M. James Daniels, D.M.D., Form 5500 (2024)
Creator: M. James Daniels, D.M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. James Daniels, D.M.D. 401(k) Plan

401(k) retirement plan · M. James Daniels, D.M.D.'s M. James Daniels, D.M.D. 401(k) Plan held $3.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

M. James Daniels, D.M.D.'s EIN is 23-2698198.

EIN 23-2698198

Plan number 003

Plan year 2024

ACK ID 20251014105343NAL0001262739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M. James Daniels, D.M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M. James Daniels, D.M.D.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M. JAMES DANIELS, D.M.D..

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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