How big is William R. O'CONNER, DDS, Inc.'s plan?

William R. O'CONNER, DDS, Inc.'s plan reported $2.5M in assets and 12 participants for 2024.

Original filing (PDF)20250922090207NAL0002067699001

William R. O'CONNER, DDS, Inc.

Name: William R. O'CONNER, DDS, Inc. — William R., Form 5500 (2024)
Creator: William R. O'CONNER, DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William R. O'CONNER, DDS, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · William R. O'CONNER, DDS, Inc.'s William R. O'CONNER, DDS, Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

William R. O'CONNER, DDS, Inc.'s EIN is 31-1048484.

EIN 31-1048484

Plan number 001

Plan year 2024

ACK ID 20250922090207NAL0002067699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William R. O'CONNER, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William R. O'CONNER, DDS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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