How big is Geist Orthodontics, P.C.'s plan?

Geist Orthodontics, P.C.'s plan reported $1.2M in assets and 13 participants for 2024.

Original filing (PDF)20250904075641NAL0015895809001

Geist Orthodontics, P.C.

Name: Geist Orthodontics, P.C. — Geist Orthodontics, P.C., Form 5500 (2024)
Creator: Geist Orthodontics, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Geist Orthodontics, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Geist Orthodontics, P.C.'s Geist Orthodontics, P.C. 401(k) Profit Sharing Plan held $1.2M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Geist Orthodontics, P.C.'s EIN is 80-0540741.

EIN 80-0540741

Plan number 001

Plan year 2024

ACK ID 20250904075641NAL0015895809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Geist Orthodontics, P.C.'s plan includes profit-sharing, 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 GEIST ORTHODONTICS, 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