How big is Shannon Patterson, DMD, PC's plan?

Shannon Patterson, DMD, PC's plan reported $5.2M in assets and 7 participants for 2025.

Original filing (PDF)20260217201438NAL0007844323001

Shannon Patterson, DMD, PC

Name: Shannon Patterson, DMD, PC — Shannon Patterson, DMD, Form 5500 (2025)
Creator: Shannon Patterson, DMD, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shannon Patterson, DMD, PC 401(k) Plan

401(k) retirement plan · Shannon Patterson, DMD, PC's Shannon Patterson, DMD, PC 401(k) Plan held $5.2M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Shannon Patterson signed Shannon Patterson, DMD, PC's 2025 Form 5500 as plan administrator.

Shannon 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

Shannon Patterson, DMD, PC's EIN is 64-0926148.

EIN 64-0926148

Plan number 001

Plan year 2025

ACK ID 20260217201438NAL0007844323001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Shannon Patterson, DMD, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Shannon Patterson, DMD, PC'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 SHANNON PATTERSON, DMD, PC.

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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 (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

SHANNON PATTERSON, DMD, PC

EIN

all filings

Address

615 HIGHWAY 51 SOUTH · BROOKHAVEN, MS · 396013724

Phone

(601) 833-0746

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator