· 2022–2024 · DOL EFAST2

Matthew J. Olmsted, DDS MS PLLC — Olmsted Orthodonti, Form 5500 (2024)

Original filing (PDF)20251014154427NAL0006719522001

Matthew J. Olmsted, DDS MS PLLC

Form 5500-SF

FILING_RECEIVED

Olmsted Orthodontics 401(k) Profit Sharing Plan

401(k) retirement plan · Matthew J. Olmsted, DDS MS PLLC's Olmsted Orthodontics 401(k) Profit Sharing Plan held $147K in plan assets for 5 participants in 2024.

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW J. OLMSTED, DDS MS PLLC.

Plan sponsor

Name

MATTHEW J. OLMSTED, DDS MS PLLC

EIN

46-3954465all filings

Address

2205 OAK RIDGE · SUITE CC · OAK RIDGE, NC · 27310

Phone

(336) 441-8301

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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