How big is Michael Wheatley DDS PC's plan?

Michael Wheatley DDS PC's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250707154445NAL0002079587001

Michael Wheatley DDS PC

Name: Michael Wheatley DDS PC — Michael Wheatley DDS PC, Form 5500 (2024)
Creator: Michael Wheatley DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Wheatley DDS PC 401(k) P/S Plan

401(k) retirement plan · Michael Wheatley DDS PC's Michael Wheatley DDS PC 401(k) P/S Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Michael Wheatley DDS PC's EIN is 27-3333553.

EIN 27-3333553

Plan number 001

Plan year 2024

ACK ID 20250707154445NAL0002079587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael Wheatley DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael Wheatley 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 MICHAEL WHEATLEY DDS PC.

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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