How big is John D Heard, DDS, PC's plan?

John D Heard, DDS, PC's plan reported $2.3M in assets and 5 participants for 2024.

Original filing (PDF)20250421105154NAL0002862849001

John D Heard, DDS, PC

Name: John D Heard, DDS, PC — John D Heard, DDS, PC 401(k), Form 5500 (2024)
Creator: John D Heard, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John D Heard, DDS, PC 401(k) Profit Sharing Plan

401(k) retirement plan · John D Heard, DDS, PC's John D Heard, DDS, PC 401(k) Profit Sharing Plan held $2.3M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

John D Heard, DDS, PC's EIN is 43-1846635.

EIN 43-1846635

Plan number 001

Plan year 2024

ACK ID 20250421105154NAL0002862849001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John D Heard, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John D Heard, DDS, PC'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 JOHN D HEARD, DDS, 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