How big is Lorie R. Marsh, DMD, PC's plan?

Lorie R. Marsh, DMD, PC's plan reported $152K in assets and 4 participants for 2024.

Original filing (PDF)20251010112119NAL0018367106001

Lorie R. Marsh, DMD, PC

Name: Lorie R. Marsh, DMD, PC — Lorie R. Marsh, DMD, PC, Form 5500 (2024)
Creator: Lorie R. Marsh, DMD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lorie R. Marsh, DMD, PC 401(k) Retirement Plan

401(k) retirement plan · Lorie R. Marsh, DMD, PC's Lorie R. Marsh, DMD, PC 401(k) Retirement Plan held $152K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

People on this filing

Richard Tatum signed Lorie R. Marsh, DMD, PC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Lorie R. Marsh, DMD, PC's EIN is 46-4840349.

EIN 46-4840349

Plan number 001

Plan year 2024

ACK ID 20251010112119NAL0018367106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lorie R. Marsh, DMD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lorie R. Marsh, DMD, 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 LORIE R. MARSH, 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