How big is Pickard Orthodontics PC's plan?

Pickard Orthodontics PC's plan reported $2.3M in assets and 14 participants for 2022.

Original filing (PDF)20231016162331NAL0051498144001

Pickard Orthodontics PC

Name: Pickard Orthodontics PC — Pickard Orthodontics, Form 5500 (2022)
Creator: Pickard Orthodontics PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pickard Orthodontics 401(k) Plan

401(k) retirement plan · Pickard Orthodontics PC's Pickard Orthodontics 401(k) Plan held $2.3M in plan assets for 14 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Pickard Orthodontics PC's EIN is 81-4900590.

EIN 81-4900590

Plan number 001

Plan year 2022

ACK ID 20231016162331NAL0051498144001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Pickard Orthodontics PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Pickard Orthodontics PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PICKARD ORTHODONTICS PC

EIN

all filings

Address

505 S MOUNTAIN VIEW RD · MOSCOW, ID · 83843

Phone

(208) 882-6360

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator