How big is Charles Kirksey DDS, LLC's plan?

Charles Kirksey DDS, LLC's plan reported $3.0M in assets and 17 participants for 2024.

Original filing (PDF)20251006160522NAL0006919040001

Charles Kirksey DDS, LLC

Name: Charles Kirksey DDS, LLC — Charles Kirksey DDS, LLC, Form 5500 (2024)
Creator: Charles Kirksey DDS, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Kirksey DDS, LLC Profit Sharing Plan

401(k) retirement plan · Charles Kirksey DDS, LLC's Charles Kirksey DDS, LLC Profit Sharing Plan held $3.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Milan Simanek signed Charles Kirksey DDS, LLC's 2024 Form 5500 as plan administrator.

Milan Simanek — 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

Charles Kirksey DDS, LLC's EIN is 54-1875860.

EIN 54-1875860

Plan number 003

Plan year 2024

ACK ID 20251006160522NAL0006919040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles Kirksey DDS, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles Kirksey DDS, LLC'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 CHARLES KIRKSEY 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

Knocking points off