How big is Thomas J. HOLT, D.D.S., P.C.'s plan?

Thomas J. HOLT, D.D.S., P.C.'s plan reported $1.3M in assets and 5 participants for 2024.

Original filing (PDF)20260227124650NAL0000405665001

Thomas J. HOLT, D.D.S., P.C.

Name: Thomas J. HOLT, D.D.S., P.C. — Thomas J. HOLT, Form 5500 (2024)
Creator: Thomas J. HOLT, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas J. HOLT, D.D.S., P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Thomas J. HOLT, D.D.S., P.C.'s Thomas J. HOLT, D.D.S., P.C. 401(k) Profit Sharing Plan held $1.3M in plan assets for 5 participants in 2024.

Signals · 1

Late filing · 3.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Thomas J HOLT signed Thomas J. HOLT, D.D.S., P.C.'s 2024 Form 5500 as plan administrator.

Thomas J HOLT — 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

Thomas J. HOLT, D.D.S., P.C.'s EIN is 68-0516165.

EIN 68-0516165

Plan number 001

Plan year 2024

ACK ID 20260227124650NAL0000405665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas J. HOLT, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas J. HOLT, D.D.S., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS J. HOLT, D.D.S., P.C..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 3.4 months past the 10.5-month grace window.

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 (94th percentile).

Plan sponsor

Name

THOMAS J. HOLT, D.D.S., P.C.

EIN

all filings

Address

199 N. NINTH ST · COOS BAY, OR · 97420

Phone

(541) 267-4314

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator