How big is Brian Charles DMD Inc.'s plan?

Brian Charles DMD Inc.'s plan reported $177K in assets and 7 participants for 2024.

Original filing (PDF)20250930154144NAL0015136112001

Brian Charles DMD Inc.

Name: Brian Charles DMD Inc. — Dr. Brian Charles 401(k), Form 5500 (2024)
Creator: Brian Charles DMD Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Brian Charles 401(k) Plan

401(k) retirement plan · Brian Charles DMD Inc.'s Dr. Brian Charles 401(k) Plan held $177K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$177K

Net assets (EOY)

$177K

People on this filing

TARA Evans, for TAG Resources signed Brian Charles DMD Inc.'s 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Brian Charles DMD Inc.'s EIN is 82-4743850.

EIN 82-4743850

Plan number 001

Plan year 2024

ACK ID 20250930154144NAL0015136112001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian Charles DMD Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian Charles DMD Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN CHARLES DMD INC.

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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