How big is Joseph S SON DDS PA's plan?

Joseph S SON DDS PA's plan reported $1.2M in assets and 4 participants for 2024.

Original filing (PDF)20250822145524NAL0005394049001

Joseph S SON DDS PA

Name: Joseph S SON DDS PA — Joseph S. SON, D.D.S., P.A., Form 5500 (2024)
Creator: Joseph S SON DDS PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph S. SON, D.D.S., P.A. 401(k) Plan

401(k) retirement plan · Joseph S SON DDS PA's Joseph S. SON, D.D.S., P.A. 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Joseph SON signed Joseph S SON DDS PA's 2024 Form 5500 as plan administrator.

Joseph SON — 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

Joseph S SON DDS PA's EIN is 27-2629289.

EIN 27-2629289

Plan number 001

Plan year 2024

ACK ID 20250822145524NAL0005394049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joseph S SON DDS PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joseph S SON DDS PA'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 JOSEPH S SON DDS PA.

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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 (96th percentile).

Plan sponsor

Name

JOSEPH S SON DDS PA

EIN

all filings

Address

10401 OLD GEORGETOWN ROAD · SUITE 303 · BETHESDA, MD · 20814

Phone

(301) 385-9201

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator