How big is Andrew Bookwalter DDS, LLC's plan?

Andrew Bookwalter DDS, LLC's plan reported $670K in assets and 7 participants for 2023.

Original filing (PDF)20240511063550NAL0055340834001

Andrew Bookwalter DDS, LLC

Name: Andrew Bookwalter DDS, LLC — Berlin Oral Surgery, Form 5500 (2023)
Creator: Andrew Bookwalter DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berlin Oral Surgery 401(k) Plan

401(k) retirement plan · Andrew Bookwalter DDS, LLC's Berlin Oral Surgery 401(k) Plan held $670K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

People on this filing

Andrew Bookwalter signed Andrew Bookwalter DDS, LLC's 2023 Form 5500 as plan administrator.

Andrew Bookwalter — 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

Andrew Bookwalter DDS, LLC's EIN is 47-1300247.

EIN 47-1300247

Plan number 001

Plan year 2023

ACK ID 20240511063550NAL0055340834001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Andrew Bookwalter DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Andrew Bookwalter DDS, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANDREW BOOKWALTER 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