How big is Joe N. KIM, D.D.S., P.S.'s plan?

Joe N. KIM, D.D.S., P.S.'s plan reported $397K in assets and 7 participants for 2023.

Original filing (PDF)20240222174005NAL0004560641001

Joe N. KIM, D.D.S., P.S.

Name: Joe N. KIM, D.D.S., P.S. — Smiles on Madison 401(k), Form 5500 (2023)
Creator: Joe N. KIM, D.D.S., P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Smiles on Madison 401(k) Plan

401(k) retirement plan · Joe N. KIM, D.D.S., P.S.'s Smiles on Madison 401(k) Plan held $397K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$397K

Net assets (EOY)

$397K

Plan identifiers

Joe N. KIM, D.D.S., P.S.'s EIN is 83-4720191.

EIN 83-4720191

Plan number 001

Plan year 2023

ACK ID 20240222174005NAL0004560641001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Joe N. KIM, D.D.S., P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Joe N. KIM, D.D.S., P.S.'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