How big is GREG Ortman, DDS, Incorporated's plan?

GREG Ortman, DDS, Incorporated's plan reported $2.4M in assets and 6 participants for 2023.

Original filing (PDF)20241014111754NAL0044296352001

GREG Ortman, DDS, Incorporated

Name: GREG Ortman, DDS, Incorporated — GREG Ortman, DDS, Form 5500 (2023)
Creator: GREG Ortman, DDS, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GREG Ortman, DDS, Inc. Defined Benefit Pension Plan & Trust

Defined-benefit pension plan · GREG Ortman, DDS, Incorporated's GREG Ortman, DDS, Inc. Defined Benefit Pension Plan & Trust held $2.4M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

GREG Ortman, DDS, Incorporated's EIN is 35-2122570.

EIN 35-2122570

Plan number 002

Plan year 2023

ACK ID 20241014111754NAL0044296352001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for GREG Ortman, DDS, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

GREG Ortman, DDS, Incorporated's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREG ORTMAN, DDS, INCORPORATED.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off