How big is Jason R Egbert OD PC's plan?

Jason R Egbert OD PC's plan reported $295K in assets and 15 participants for 2024.

Original filing (PDF)20250711164051NAL0009803728001

Jason R Egbert OD PC

Name: Jason R Egbert OD PC — Jason R Egbert OD PC, Form 5500 (2024)
Creator: Jason R Egbert OD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason R Egbert OD PC Retirement Trust

401(k) retirement plan · Jason R Egbert OD PC's Jason R Egbert OD PC Retirement Trust held $295K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

People on this filing

Plan Sponsor signed Jason R Egbert OD PC's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jason R Egbert OD PC's EIN is 82-1995695.

EIN 82-1995695

Plan number 001

Plan year 2024

ACK ID 20250711164051NAL0009803728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason R Egbert OD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason R Egbert OD PC'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 JASON R EGBERT OD PC.

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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

Knocking points off