Original filing (PDF)20250408104344NAL0017959473001

JASON ERICKSON, D.D.S., PA DBA ERICKSON DENTAL

Name: JASON ERICKSON, D.D.S., PA DBA ERICKSON DENTAL — ERICKSON DENTAL EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: JASON ERICKSON, D.D.S., PA DBA ERICKSON DENTAL

Form 5500-SF

FILING_RECEIVED

ERICKSON DENTAL EMPLOYEES' RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JASON ERICKSON, D.D.S., PA DBA ERICKSON DENTAL.

Plan sponsor

Name

JASON ERICKSON, D.D.S., PA DBA ERICKSON DENTAL

EIN

30-0463472

Address

210 O'CONNER RIDGE BLVD · STE 100 · IRVING, TX · 75038

Phone

(972) 717-0077

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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