How big is John S. Everly, DDS, SOLE Proprietor's plan?

John S. Everly, DDS, SOLE Proprietor's plan reported $2.0M in assets and 15 participants for 2024.

Original filing (PDF)20251015183556NAL0002875747001

John S. Everly, DDS, SOLE Proprietor

Name: John S. Everly, DDS, SOLE Proprietor — Everly &, Form 5500 (2024)
Creator: John S. Everly, DDS, SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Everly & Associates 401(k) Plan

401(k) retirement plan · John S. Everly, DDS, SOLE Proprietor's Everly & Associates 401(k) Plan held $2.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

John S. Everly, DDS, SOLE Proprietor's EIN is 35-1485340.

EIN 35-1485340

Plan number 001

Plan year 2024

ACK ID 20251015183556NAL0002875747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John S. Everly, DDS, SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John S. Everly, DDS, SOLE Proprietor'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 JOHN S. EVERLY, DDS, SOLE PROPRIETOR.

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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