How big is Kelly L Walters DMD PC's plan?

Kelly L Walters DMD PC's plan reported $1.7M in assets and 20 participants for 2024.

Original filing (PDF)20250717134607NAL0000192947001

Kelly L Walters DMD PC

Name: Kelly L Walters DMD PC — The Dutchess Orthodontics, Form 5500 (2024)
Creator: Kelly L Walters DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Dutchess Orthodontics 401(k) Plan

401(k) retirement plan · Kelly L Walters DMD PC's The Dutchess Orthodontics 401(k) Plan held $1.7M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Kelly Walters signed Kelly L Walters DMD PC's 2024 Form 5500 as plan administrator.

Kelly Walters — 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

Kelly L Walters DMD PC's EIN is 45-4391785.

EIN 45-4391785

Plan number 003

Plan year 2024

ACK ID 20250717134607NAL0000192947001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelly L Walters DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelly L Walters DMD PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY L WALTERS DMD 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