How big is David P. Potts, D.D.S. Ltd.'s plan?

David P. Potts, D.D.S. Ltd.'s plan reported $179K in assets and 17 participants for 2025.

Original filing (PDF)20260504080506NAL0003544801002

David P. Potts, D.D.S. Ltd.

Name: David P. Potts, D.D.S. Ltd. — David P. Potts, D.D.S., Form 5500 (2025)
Creator: David P. Potts, D.D.S. Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David P. Potts, D.D.S. Ltd. Profit Sharing Plan

401(k) retirement plan · David P. Potts, D.D.S. Ltd.'s David P. Potts, D.D.S. Ltd. Profit Sharing Plan held $179K in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

People on this filing

David P. Potts, D.D.S. signed David P. Potts, D.D.S. Ltd.'s 2025 Form 5500 as plan administrator.

David P. Potts, D.D.S. — 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

David P. Potts, D.D.S. Ltd.'s EIN is 36-2877910.

EIN 36-2877910

Plan number 004

Plan year 2025

ACK ID 20260504080506NAL0003544801002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for David P. Potts, D.D.S. Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

David P. Potts, D.D.S. Ltd.'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 DAVID P. POTTS, D.D.S. LTD..

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Plan health score

Above-average plan

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