Original filing (PDF)20240422141157NAL0000340304001

DAVID M PAULSON DDS PA

Name: DAVID M PAULSON DDS PA — DAVID M PAULSON DDS PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: DAVID M PAULSON DDS PA

Form 5500-SF

FILING_RECEIVED

DAVID M PAULSON DDS PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$406K

Net assets (EOY)

$406K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID M PAULSON DDS PA.

Plan sponsor

Name

DAVID M PAULSON DDS PA

EIN

65-0981374

Address

1900 TAMIAMI TRAIL #A · PUNTA GORDA, FL · 33950

Phone

(941) 505-0577

Industry