How big is Donna J Barefield DDS PC's plan?

Donna J Barefield DDS PC's plan reported $711K in assets and 10 participants for 2024.

Original filing (PDF)20251218130531NAL0008269312001

Donna J Barefield DDS PC

Name: Donna J Barefield DDS PC — Donna J. Barefield, Form 5500 (2024)
Creator: Donna J Barefield DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donna J. Barefield, D.D.S. Profit Sharing Plan

Defined-contribution retirement plan · Donna J Barefield DDS PC's Donna J. Barefield, D.D.S. Profit Sharing Plan held $711K in plan assets for 10 participants in 2024.

Signals · 2

Late filing · 1.1 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$711K

Net assets (EOY)

$711K

People on this filing

Donna Barefield signed Donna J Barefield DDS PC's 2024 Form 5500 as plan administrator.

Donna Barefield — 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

Donna J Barefield DDS PC's EIN is 75-2298519.

EIN 75-2298519

Plan number 001

Plan year 2024

ACK ID 20251218130531NAL0008269312001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donna J Barefield DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donna J Barefield DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONNA J BAREFIELD DDS 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score