How big is Sean R. Bates, DDS, Chartered's plan?

Sean R. Bates, DDS, Chartered's plan reported $625K in assets for 2023.

Original filing (PDF)20240728143039NAL0017860801001

Sean R. Bates, DDS, Chartered

Name: Sean R. Bates, DDS, Chartered — Sean R. Bates, DDS, Form 5500 (2023)
Creator: Sean R. Bates, DDS, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sean R. Bates, DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Sean R. Bates, DDS, Chartered's Sean R. Bates, DDS 401(k) Profit Sharing Plan reported $625K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$625K

Net assets (EOY)

$625K

Plan identifiers

Sean R. Bates, DDS, Chartered's EIN is 82-1650334.

EIN 82-1650334

Plan number 001

Plan year 2023

ACK ID 20240728143039NAL0017860801001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Sean R. Bates, DDS, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Sean R. Bates, DDS, Chartered's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEAN R. BATES, DDS, CHARTERED.

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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