How big is Casey Patterson DDS Inc.'s plan?

Casey Patterson DDS Inc.'s plan reported $332K in assets and 8 participants for 2024.

Original filing (PDF)20250220184227NAL0005383425001

Casey Patterson DDS Inc.

Name: Casey Patterson DDS Inc. — Casey Patterson DDS Inc., Form 5500 (2024)
Creator: Casey Patterson DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Casey Patterson DDS Inc. 401(k) Plan

401(k) retirement plan · Casey Patterson DDS Inc.'s Casey Patterson DDS Inc. 401(k) 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

Casey Patterson signed Casey Patterson DDS Inc.'s 2024 Form 5500 as plan administrator.

Casey Patterson — 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

Casey Patterson DDS Inc.'s EIN is 47-5133552.

EIN 47-5133552

Plan number 001

Plan year 2024

ACK ID 20250220184227NAL0005383425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Casey Patterson DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Casey Patterson DDS Inc.'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 CASEY PATTERSON DDS INC..

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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