How big is Don and Mary Maggard, DDS, P.C.'s plan?

Don and Mary Maggard, DDS, P.C.'s plan reported $570K in assets and 3 participants for 2023.

Original filing (PDF)20240701150916NAL0005552672001

Don and Mary Maggard, DDS, P.C.

Name: Don and Mary Maggard, DDS, P.C. — Don and Mary, Form 5500 (2023)
Creator: Don and Mary Maggard, DDS, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Don and Mary Maggard, DDS, P.C. Profit Sharing Plan

401(k) retirement plan · Don and Mary Maggard, DDS, P.C.'s Don and Mary Maggard, DDS, P.C. Profit Sharing Plan held $570K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$570K

Net assets (EOY)

$570K

Plan identifiers

Don and Mary Maggard, DDS, P.C.'s EIN is 75-1769902.

EIN 75-1769902

Plan number 001

Plan year 2023

ACK ID 20240701150916NAL0005552672001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Don and Mary Maggard, DDS, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Don and Mary Maggard, DDS, P.C.'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 DON AND MARY MAGGARD, DDS, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score