How big is M. BRAD Forrest and Stacy Oller Forrest, DMD, PA's plan?

M. BRAD Forrest and Stacy Oller Forrest, DMD, PA's plan reported $819K in assets and 9 participants for 2024.

Original filing (PDF)20250923123915NAL0008008643001

M. BRAD Forrest and Stacy Oller Forrest, DMD, PA

Name: M. BRAD Forrest and Stacy Oller Forrest, DMD, PA — Form 5500 Plan 004 (2024)
Creator: M. BRAD Forrest and Stacy Oller Forrest, DMD, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

M. BRAD Forrest and Stacy Oller Forrest, DMD, PA Cash Balance Plan

Defined-benefit pension plan · M. BRAD Forrest and Stacy Oller Forrest, DMD, PA's M. BRAD Forrest and Stacy Oller Forrest, DMD, PA Cash Balance Plan held $819K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$819K

Net assets (EOY)

$819K

People on this filing

Anthony Warren signed M. BRAD Forrest and Stacy Oller Forrest, DMD, PA's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

M. BRAD Forrest and Stacy Oller Forrest, DMD, PA's EIN is 56-2213740.

EIN 56-2213740

Plan number 004

Plan year 2024

ACK ID 20250923123915NAL0008008643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for M. BRAD Forrest and Stacy Oller Forrest, DMD, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

M. BRAD Forrest and Stacy Oller Forrest, DMD, PA's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for M. BRAD FORREST AND STACY OLLER FORREST, DMD, PA.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score