How big is Nathan B POEL DDS PLLC's plan?

Nathan B POEL DDS PLLC's plan reported $836K in assets and 8 participants for 2024.

Original filing (PDF)20250711141837NAL0004735987001

Nathan B POEL DDS PLLC

Name: Nathan B POEL DDS PLLC — Nathan B POEL DDS PLLC, Form 5500 (2024)
Creator: Nathan B POEL DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nathan B POEL DDS PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Nathan B POEL DDS PLLC's Nathan B POEL DDS PLLC 401(k) Profit Sharing Plan held $836K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$836K

Net assets (EOY)

$836K

Plan identifiers

Nathan B POEL DDS PLLC's EIN is 81-3417068.

EIN 81-3417068

Plan number 001

Plan year 2024

ACK ID 20250711141837NAL0004735987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Nathan B POEL DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Nathan B POEL DDS PLLC'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 NATHAN B POEL DDS PLLC.

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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