How big is Kurtis S Kellner DDS SC's plan?

Kurtis S Kellner DDS SC's plan reported $4.8M in assets and 8 participants for 2024.

Original filing (PDF)20250124103237NAL0014939938001

Kurtis S Kellner DDS SC

Name: Kurtis S Kellner DDS SC — Kurtis S Kellner DDS SC, Form 5500 (2024)
Creator: Kurtis S Kellner DDS SC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kurtis S Kellner DDS SC 401(k) Profit Sharing Plan

401(k) retirement plan · Kurtis S Kellner DDS SC's Kurtis S Kellner DDS SC 401(k) Profit Sharing Plan held $4.8M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Kurtis S Kellner DDS signed Kurtis S Kellner DDS SC's 2024 Form 5500 as plan administrator.

Kurtis S Kellner DDS — 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

Kurtis S Kellner DDS SC's EIN is 39-1531059.

EIN 39-1531059

Plan number 001

Plan year 2024

ACK ID 20250124103237NAL0014939938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kurtis S Kellner DDS SC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kurtis S Kellner DDS SC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 KURTIS S KELLNER DDS SC.

Finding similar companies…

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