How big is Wayne Mortensen DMD PC's plan?

Wayne Mortensen DMD PC's plan reported $203K in assets and 4 participants for 2024.

Original filing (PDF)20250717182342NAL0001097504001

Wayne Mortensen DMD PC

Name: Wayne Mortensen DMD PC — Smiles on State Street, Form 5500 (2024)
Creator: Wayne Mortensen DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smiles on State Street

401(k) retirement plan · Wayne Mortensen DMD PC's Smiles on State Street held $203K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$203K

Net assets (EOY)

$203K

People on this filing

Wayne Mortensen signed Wayne Mortensen DMD PC's 2024 Form 5500 as plan administrator.

Wayne Mortensen — 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

Wayne Mortensen DMD PC's EIN is 27-4497919.

EIN 27-4497919

Plan number 001

Plan year 2024

ACK ID 20250717182342NAL0001097504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wayne Mortensen DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wayne Mortensen DMD PC'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 WAYNE MORTENSEN DMD 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