How big is Mark Burgess, DMD's plan?

Mark Burgess, DMD's plan reported $4.0M in assets and 14 participants for 2024.

Original filing (PDF)20250713151232NAL0001039762001

Mark Burgess, DMD

Name: Mark Burgess, DMD — Mark Burgess, DMD 401(k), Form 5500 (2024)
Creator: Mark Burgess, DMD
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mark Burgess, DMD 401(k) Profit-Sharing Plan & Trust

401(k) retirement plan · Mark Burgess, DMD's Mark Burgess, DMD 401(k) Profit-Sharing Plan & Trust held $4.0M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Mark Burgess signed Mark Burgess, DMD's 2024 Form 5500 as plan administrator.

Mark Burgess — 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

Mark Burgess, DMD's EIN is 37-1282962.

EIN 37-1282962

Plan number 001

Plan year 2024

ACK ID 20250713151232NAL0001039762001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Burgess, DMD from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Burgess, DMD'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 MARK BURGESS, DMD.

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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