· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TIM L. O'CONNOR, DDS AND NATHAN O'CONNOR, DDS, PLLC — OCONNOR FAMILY DENTAL 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250609101649NAL0040596882001
TIM L. O'CONNOR, DDS AND NATHAN O'CONNOR, DDS, PLLC
Form 5500-SF
FILING_RECEIVED
OCONNOR FAMILY DENTAL 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
11
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TIM L. O'CONNOR, DDS AND NATHAN O'CONNOR, DDS, PLLC
.
Find decision makers
Plan sponsor
Name
TIM L. O'CONNOR, DDS AND NATHAN O'CONNOR, DDS, PLLC
EIN
26-1633842
Address
1440 N 16TH AVE · YAKIMA, WA · 98902
Phone
(509) 966-0660
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
ELLSWORTH-BUCKSPORT DENTAL ASSOCIATES, PA
ELLSWORTH-BUCKSPORT DENTAL ASSOCIATES, P.A. 401(K) PLAN
$3.4M · 15 participants
ALVIS BURRIS COSMETIC & FAMILY DENTISTRY, LLC
ALVIS BURRIS COSMETIC & FAMILY DENTISTRY, LLC 401(K) PROFIT SHARING PLAN
$3.4M · 9 participants
SAMUEL AHDOUT, D.M.D.
SAMUEL AHDOUT, D.M.D. PROFIT SHARING PLAN
$3.4M · 2 participants
NALCHAJIAN ORTHODONTICS, INC.
NALCHAJIAN ORTHODONTICS 401(K) PLAN
$3.4M · 30 participants
DR. KURT GOSSWEILER, MD, DDS, PC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GOSSWEILER DENTISTRY 401(K) PLAN
$3.4M · 5 participants
GREAT LAKES DENTAL CARE, P.C.
GREAT LAKES DENTAL CARE, P.C. PROFIT SHARING PLAN
$3.4M · 69 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
