How big is Carlson Dental, PLLC's plan?

Carlson Dental, PLLC's plan reported $993K in assets and 8 participants for 2024.

Original filing (PDF)20251013203019NAL0000930339001

Carlson Dental, PLLC

Name: Carlson Dental, PLLC — Carlson/Broadway Retirement, Form 5500 (2024)
Creator: Carlson Dental, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Carlson/Broadway Retirement Plan & Trust

401(k) retirement plan · Carlson Dental, PLLC's Carlson/Broadway Retirement Plan & Trust held $993K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

Plan identifiers

Carlson Dental, PLLC's EIN is 83-4673958.

EIN 83-4673958

Plan number 002

Plan year 2024

ACK ID 20251013203019NAL0000930339001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Carlson Dental, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Carlson Dental, PLLC'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 CARLSON DENTAL, 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