Original filing (PDF)20251014150715NAL0001556899001

DONALD R. BURKHARDT, DDS MS PC

Name: DONALD R. BURKHARDT, DDS MS PC — DONALD R. BURKHARDT, DDS MS PC EMPLOYEE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DONALD R. BURKHARDT, DDS MS PC

Form 5500-SF

FILING_RECEIVED

DONALD R. BURKHARDT, DDS MS PC EMPLOYEE PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALD R. BURKHARDT, DDS MS PC.

Plan sponsor

Name

DONALD R. BURKHARDT, DDS MS PC

EIN

38-3460091

Address

4111 OKEMOS ROAD STE. 201 · OKEMOS, MI · 48864

Phone

(517) 347-0946

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

DONALD R. BURKHARDT, DDS MS PC

EIN

38-3460091

City

OKEMOS, MI

Phone

(517) 347-0946

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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