How big is David Marshall DATZ, P.C.'s plan?

David Marshall DATZ, P.C.'s plan reported $1.1M in assets and 8 participants for 2024.

Original filing (PDF)20250602025509NAL0017304928001

David Marshall DATZ, P.C.

Name: David Marshall DATZ, P.C. — The DMD, P.C. Retirement, Form 5500 (2024)
Creator: David Marshall DATZ, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The DMD, P.C. Retirement Savings Plan

401(k) retirement plan · David Marshall DATZ, P.C.'s The DMD, P.C. Retirement Savings Plan held $1.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

David Marshall DATZ, P.C.'s EIN is 26-0007193.

EIN 26-0007193

Plan number 002

Plan year 2024

ACK ID 20250602025509NAL0017304928001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

David Marshall DATZ, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

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