How big is Michael Wheatley DDS PC's plan?

Michael Wheatley DDS PC's plan reported $194K in assets and 6 participants for 2024.

Original filing (PDF)20250616180152NAL0000617827001

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 Cash Balance Plan

Defined-benefit pension plan · Michael Wheatley DDS PC's Michael Wheatley DDS PC Cash Balance Plan held $194K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$194K

Net assets (EOY)

$194K

Plan identifiers

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

EIN 27-3333553

Plan number 002

Plan year 2024

ACK ID 20250616180152NAL0000617827001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score