How big is Donald R. Burkhardt, DDS MS PC's plan?

Donald R. Burkhardt, DDS MS PC's plan reported $5.9M in assets and 38 participants for 2024.

Original filing (PDF)20251014150715NAL0001556899001

Donald R. Burkhardt, DDS MS PC

Name: Donald R. Burkhardt, DDS MS PC — Donald R. Burkhardt, Form 5500 (2024)
Creator: Donald R. Burkhardt, DDS MS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donald R. Burkhardt, DDS MS PC Employee Profit Sharing Plan

401(k) retirement plan · Donald R. Burkhardt, DDS MS PC's Donald R. Burkhardt, DDS MS PC Employee Profit Sharing Plan held $5.9M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan identifiers

Donald R. Burkhardt, DDS MS PC's EIN is 38-3460091.

EIN 38-3460091

Plan number 001

Plan year 2024

ACK ID 20251014150715NAL0001556899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donald R. Burkhardt, DDS MS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donald R. Burkhardt, DDS MS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD R. BURKHARDT, DDS MS PC.

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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