How big is James E. Daniel II, DMD, PSC's plan?

James E. Daniel II, DMD, PSC's plan reported $5.0M in assets and 8 participants for 2024.

Original filing (PDF)20250530152315NAL0021398082002

James E. Daniel II, DMD, PSC

Name: James E. Daniel II, DMD, PSC — James E. Daniel II, Form 5500 (2024)
Creator: James E. Daniel II, DMD, PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James E. Daniel II, DMD, PSC 401(k) Profit Sharing Plan

401(k) retirement plan · James E. Daniel II, DMD, PSC's James E. Daniel II, DMD, PSC 401(k) Profit Sharing Plan held $5.0M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

James E. Daniel, II, DMD signed James E. Daniel II, DMD, PSC's 2024 Form 5500 as plan administrator.

James E. Daniel, II, DMD — 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

James E. Daniel II, DMD, PSC's EIN is 31-1488347.

EIN 31-1488347

Plan number 003

Plan year 2024

ACK ID 20250530152315NAL0021398082002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James E. Daniel II, DMD, PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James E. Daniel II, DMD, PSC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES E. DANIEL II, DMD, PSC.

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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