How big is Carolyn Deforte DBA Deforte Dentistry's plan?

Carolyn Deforte DBA Deforte Dentistry's plan reported $523K in assets and 11 participants for 2024.

Original filing (PDF)20250626132807NAL0012526224001

Carolyn Deforte DBA Deforte Dentistry

Name: Carolyn Deforte DBA Deforte Dentistry — Deforte, Form 5500 (2024)
Creator: Carolyn Deforte DBA Deforte Dentistry
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Deforte Dentistry 401(k) Plan

401(k) retirement plan · Carolyn Deforte DBA Deforte Dentistry's Deforte Dentistry 401(k) Plan held $523K in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$523K

Net assets (EOY)

$523K

People on this filing

Carolyn Deforte signed Carolyn Deforte DBA Deforte Dentistry's 2024 Form 5500 as plan administrator.

Carolyn Deforte — 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

Carolyn Deforte DBA Deforte Dentistry's EIN is 27-4730869.

EIN 27-4730869

Plan number 001

Plan year 2024

ACK ID 20250626132807NAL0012526224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carolyn Deforte DBA Deforte Dentistry from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carolyn Deforte DBA Deforte Dentistry's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAROLYN DEFORTE DBA DEFORTE DENTISTRY.

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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

Knocking points off