How big is David A. Beltran, DMD, LLC's plan?

David A. Beltran, DMD, LLC's plan reported $1.4M in assets and 25 participants for 2024.

Original filing (PDF)20251013170258NAL0002475184001

David A. Beltran, DMD, LLC

Name: David A. Beltran, DMD, LLC — BBA Dental 401(k) Plan, Form 5500 (2024)
Creator: David A. Beltran, DMD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BBA Dental 401(k) Plan

401(k) retirement plan · David A. Beltran, DMD, LLC's BBA Dental 401(k) Plan held $1.4M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

David A. Beltran, DMD, LLC's EIN is 80-0303772.

EIN 80-0303772

Plan number 001

Plan year 2024

ACK ID 20251013170258NAL0002475184001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David A. Beltran, DMD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David A. Beltran, DMD, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID A. BELTRAN, DMD, LLC.

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Plan health score

Above-average plan

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

Knocking points off