Original filing (PDF)20251007164854NAL0002617619001

James A. Kopfensteiner, DDS DBA St. Charles County Periodontics

Name: James A. Kopfensteiner, DDS DBA St. Charles County Periodontics — Form 5500 Plan 001 (2024)
Creator: James A. Kopfensteiner, DDS DBA St. Charles County Periodontics
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

St. Charles County Periodontics 401(k) Plan

401(k) retirement plan · James A. Kopfensteiner, DDS DBA St. Charles County Periodontics' St. Charles County Periodontics 401(k) Plan reported $2.3M in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

James A. Kopfensteiner, DDS DBA St. Charles County Periodontics' EIN is 43-1699478.

EIN 43-1699478

Plan number 001

Plan year 2024

ACK ID 20251007164854NAL0002617619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James A. Kopfensteiner, DDS DBA St. Charles County Periodontics from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James A. Kopfensteiner, DDS DBA St. Charles County Periodontics' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES A. KOPFENSTEINER, DDS DBA ST. CHARLES COUNTY PERIODONTICS.

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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