How big is Brian C Chisholm DDS LLC's plan?

Brian C Chisholm DDS LLC's plan reported $225K in assets and 3 participants for 2023.

Original filing (PDF)20240729122939NAL0031989296001

Brian C Chisholm DDS LLC

Name: Brian C Chisholm DDS LLC — Form 5500 (2023)
Creator: Brian C Chisholm DDS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Brian C Chisholm DDS LLC held $225K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

Plan identifiers

Brian C Chisholm DDS LLC's EIN is 82-1730810.

EIN 82-1730810

Plan number 001

Plan year 2023

ACK ID 20240729122939NAL0031989296001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brian C Chisholm DDS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brian C Chisholm DDS LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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.

Plan sponsor

Name

BRIAN C CHISHOLM DDS LLC

EIN

all filings

Address

622 SHADOWS LN STE C · BATON ROUGE, LA · 708066500

Phone

(225) 926-6570

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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