How big is Margaret Danielle Funny, DDS, PLLC's plan?

Margaret Danielle Funny, DDS, PLLC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250814075933NAL0005296979001

Margaret Danielle Funny, DDS, PLLC

Name: Margaret Danielle Funny, DDS, PLLC — Margaret, Form 5500 (2024)
Creator: Margaret Danielle Funny, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margaret Danielle Funny, DDS, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Margaret Danielle Funny, DDS, PLLC's Margaret Danielle Funny, DDS, PLLC 401(k) Profit Sharing Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Margaret Danielle Funny, DDS, PLLC's EIN is 27-1535704.

EIN 27-1535704

Plan number 001

Plan year 2024

ACK ID 20250814075933NAL0005296979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Margaret Danielle Funny, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Margaret Danielle Funny, DDS, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGARET DANIELLE FUNNY, DDS, PLLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MARGARET DANIELLE FUNNY, DDS, PLLC

EIN

all filings

Address

2325 WEST ARBORS DR., SUITE 104 · CHARLOTTE, NC · 28262

Phone

(704) 688-1664

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator