How big is Jacob D. Finlinson, DDS, LLC's plan?

Jacob D. Finlinson, DDS, LLC's plan reported $352K in assets and 3 participants for 2024.

Original filing (PDF)20251012212520NAL0001003120001

Jacob D. Finlinson, DDS, LLC

Name: Jacob D. Finlinson, DDS, LLC — Jacob D. Finlinson, Form 5500 (2024)
Creator: Jacob D. Finlinson, DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jacob D. Finlinson, DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Jacob D. Finlinson, DDS, LLC's Jacob D. Finlinson, DDS 401(k) Profit Sharing Plan held $352K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

People on this filing

Jacob Finlinson signed Jacob D. Finlinson, DDS, LLC's 2024 Form 5500 as plan administrator.

Jacob Finlinson — 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

Jacob D. Finlinson, DDS, LLC's EIN is 46-2214961.

EIN 46-2214961

Plan number 001

Plan year 2024

ACK ID 20251012212520NAL0001003120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jacob D. Finlinson, DDS, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOB D. FINLINSON, DDS, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

JACOB D. FINLINSON, DDS, LLC

EIN

all filings

Address

826 NORTH 100 EAST, SUITE #5 · SPANISH FORK, UT · 84660

Phone

(801) 471-4699

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator