How big is JON Tarleton, DDS MSD PLLC's plan?

JON Tarleton, DDS MSD PLLC's plan reported $332K in assets and 8 participants for 2024.

Original filing (PDF)20251010203607NAL0004492931001

JON Tarleton, DDS MSD PLLC

Name: JON Tarleton, DDS MSD PLLC — JON Tarleton DDS Cash, Form 5500 (2024)
Creator: JON Tarleton, DDS MSD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JON Tarleton DDS Cash Balance Plan

Defined-benefit pension plan · JON Tarleton, DDS MSD PLLC's JON Tarleton DDS Cash Balance Plan held $332K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

People on this filing

JON Tarleton signed JON Tarleton, DDS MSD PLLC's 2024 Form 5500 as plan administrator.

JON Tarleton — 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

JON Tarleton, DDS MSD PLLC's EIN is 46-5552734.

EIN 46-5552734

Plan number 002

Plan year 2024

ACK ID 20251010203607NAL0004492931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JON Tarleton, DDS MSD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JON Tarleton, DDS MSD PLLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON TARLETON, DDS MSD PLLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off