How big is Courtney Kloberdanz DDS PC's plan?

Courtney Kloberdanz DDS PC's plan reported $277K in assets and 5 participants for 2022.

Original filing (PDF)20230313113935NAL0023102304001

Courtney Kloberdanz DDS PC

Name: Courtney Kloberdanz DDS PC — Courtney Kloberdanz DDS, Form 5500 (2022)
Creator: Courtney Kloberdanz DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Courtney Kloberdanz DDS PC Retirement Savings Plan

401(k) retirement plan · Courtney Kloberdanz DDS PC's Courtney Kloberdanz DDS PC Retirement Savings Plan held $277K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

Plan identifiers

Courtney Kloberdanz DDS PC's EIN is 47-3473967.

EIN 47-3473967

Plan number 002

Plan year 2022

ACK ID 20230313113935NAL0023102304001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Courtney Kloberdanz DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Courtney Kloberdanz DDS 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 COURTNEY KLOBERDANZ DDS 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