How big is Dan Patterson, DDS' plan?

Dan Patterson, DDS' plan reported $853K in assets and 7 participants for 2024.

Original filing (PDF)20251010143059NAL0004331539001

Dan Patterson, DDS

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

Form 5500-SF

FILING_RECEIVED

Dan Patterson, DDS Cash Balance Plan

Defined-benefit pension plan · Dan Patterson, DDS' Dan Patterson, DDS Cash Balance Plan held $853K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$853K

Net assets (EOY)

$853K

Plan identifiers

Dan Patterson, DDS' EIN is 58-1425696.

EIN 58-1425696

Plan number 003

Plan year 2024

ACK ID 20251010143059NAL0004331539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dan Patterson, DDS' 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 DAN PATTERSON, DDS.

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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