How big is Brett Potter DMD PLLC's plan?

Brett Potter DMD PLLC's plan reported $978K in assets and 7 participants for 2024.

Original filing (PDF)20250331161837NAL0011033026001

Brett Potter DMD PLLC

Name: Brett Potter DMD PLLC — Brett Potter DMD PLLC 401(k), Form 5500 (2024)
Creator: Brett Potter DMD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brett Potter DMD PLLC 401(k) Plan

401(k) retirement plan · Brett Potter DMD PLLC's Brett Potter DMD PLLC 401(k) Plan held $978K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

Plan identifiers

Brett Potter DMD PLLC's EIN is 47-3382541.

EIN 47-3382541

Plan number 001

Plan year 2024

ACK ID 20250331161837NAL0011033026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brett Potter DMD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brett Potter DMD PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRETT POTTER DMD 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score