How big is Kevin P Matthews DDS.'s plan?

Kevin P Matthews DDS.'s plan reported $866K in assets and 4 participants for 2024.

Original filing (PDF)20250423100657NAL0003739827001

Kevin P Matthews DDS.

Name: Kevin P Matthews DDS. — Kevin P Matthews DDS. 401(k), Form 5500 (2024)
Creator: Kevin P Matthews DDS.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin P Matthews DDS. 401(k) & PS Plan

401(k) retirement plan · Kevin P Matthews DDS.'s Kevin P Matthews DDS. 401(k) & PS Plan held $866K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$866K

Net assets (EOY)

$866K

People on this filing

Alice S Matthews signed Kevin P Matthews DDS.'s 2024 Form 5500 as plan administrator.

Alice S Matthews — 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

Kevin P Matthews DDS.'s EIN is 56-2147212.

EIN 56-2147212

Plan number 001

Plan year 2024

ACK ID 20250423100657NAL0003739827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin P Matthews DDS. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin P Matthews DDS.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

KEVIN P MATTHEWS DDS.

EIN

all filings

Address

4210 NORTH ROXBORO ROAD · SUITE 130 · DURHAM, NC · 27704

Phone

(919) 479-1970

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator