How big is David A. Reese, D.D.S., P.C.'s plan?

David A. Reese, D.D.S., P.C.'s plan reported $1.9M in assets and 10 participants for 2024.

Original filing (PDF)20250822080743NAL0008869280001

David A. Reese, D.D.S., P.C.

Name: David A. Reese, D.D.S., P.C. — David A. Reese, D. D., Form 5500 (2024)
Creator: David A. Reese, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David A. Reese, D. D. S. 401(k) Profit Sharing Plan

401(k) retirement plan · David A. Reese, D.D.S., P.C.'s David A. Reese, D. D. S. 401(k) Profit Sharing Plan held $1.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

David A. Reese, D.D.S., P.C.'s EIN is 23-2708271.

EIN 23-2708271

Plan number 001

Plan year 2024

ACK ID 20250822080743NAL0008869280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David A. Reese, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David A. Reese, D.D.S., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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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