How big is Kelly A. Goeckner, DDS, MS, PLLC's plan?

Kelly A. Goeckner, DDS, MS, PLLC's plan reported $141K in assets and 4 participants for 2024.

Original filing (PDF)20250619075407NAL0007457490001

Kelly A. Goeckner, DDS, MS, PLLC

Name: Kelly A. Goeckner, DDS, MS, PLLC — Goeckner Orthodon, Form 5500 (2024)
Creator: Kelly A. Goeckner, DDS, MS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goeckner Orthodontics 401(k) Plan

401(k) retirement plan · Kelly A. Goeckner, DDS, MS, PLLC's Goeckner Orthodontics 401(k) Plan held $141K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$141K

Net assets (EOY)

$141K

Plan identifiers

Kelly A. Goeckner, DDS, MS, PLLC's EIN is 47-4416463.

EIN 47-4416463

Plan number 001

Plan year 2024

ACK ID 20250619075407NAL0007457490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelly A. Goeckner, DDS, MS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kelly A. Goeckner, DDS, MS, PLLC'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 KELLY A. GOECKNER, DDS, MS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KELLY A. GOECKNER, DDS, MS, PLLC

EIN

all filings

Address

130 POINT DR. NW · WILSON, NC · 27896

Phone

(252) 237-9999

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator