How big is Dr. Jonathan Heiman, DDS, PLLC's plan?

Dr. Jonathan Heiman, DDS, PLLC's plan reported $200K in assets and 4 participants for 2024.

Original filing (PDF)20250609153213NAL0014389569001

Dr. Jonathan Heiman, DDS, PLLC

Name: Dr. Jonathan Heiman, DDS, PLLC — Dr. Jonathan, Form 5500 (2024)
Creator: Dr. Jonathan Heiman, DDS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Jonathan Heiman, DDS, PLLC 401(k) Plan

401(k) retirement plan · Dr. Jonathan Heiman, DDS, PLLC's Dr. Jonathan Heiman, DDS, PLLC 401(k) Plan held $200K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

Plan identifiers

Dr. Jonathan Heiman, DDS, PLLC's EIN is 83-2888155.

EIN 83-2888155

Plan number 001

Plan year 2024

ACK ID 20250609153213NAL0014389569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Jonathan Heiman, DDS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Jonathan Heiman, DDS, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. JONATHAN HEIMAN, DDS, PLLC.

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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 (92nd percentile).

Plan sponsor

Name

DR. JONATHAN HEIMAN, DDS, PLLC

EIN

all filings

Address

408 CRIPPLE CREEK ROAD · CEDAR PARK, TX · 78613

Phone

(516) 655-4080

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator