How big is Christopher Sortman DDS PC's plan?

Christopher Sortman DDS PC's plan reported $71K in assets and 68 participants for 2022.

Original filing (PDF)20230621141759NAL0000934144001

Christopher Sortman DDS PC

Name: Christopher Sortman DDS PC — Christopher Sortman DDS, Form 5500 (2022)
Creator: Christopher Sortman DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Christopher Sortman DDS PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Christopher Sortman DDS PC's Christopher Sortman DDS PC 401(k) Profit Sharing Plan & Trust held $71K in plan assets for 68 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

People on this filing

Brendan Pool signed Christopher Sortman DDS PC's 2022 Form 5500 as plan administrator.

Brendan Pool — 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

Christopher Sortman DDS PC's EIN is 26-0258271.

EIN 26-0258271

Plan number 001

Plan year 2022

ACK ID 20230621141759NAL0000934144001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Christopher Sortman DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Christopher Sortman DDS PC'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 CHRISTOPHER SORTMAN DDS PC.

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Plan health score

Above-average plan

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

Knocking points off