How big is David Whitlock DDS PSC's plan?

David Whitlock DDS PSC's plan reported $344K in assets and 6 participants for 2024.

Original filing (PDF)20250725100830NAL0005686273001

David Whitlock DDS PSC

Name: David Whitlock DDS PSC — David Whitlock DDS PSC, Form 5500 (2024)
Creator: David Whitlock DDS PSC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Whitlock DDS PSC 401(k) Plan

401(k) retirement plan · David Whitlock DDS PSC's David Whitlock DDS PSC 401(k) Plan held $344K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$344K

Net assets (EOY)

$344K

Plan identifiers

David Whitlock DDS PSC's EIN is 84-2030738.

EIN 84-2030738

Plan number 001

Plan year 2024

ACK ID 20250725100830NAL0005686273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Whitlock DDS PSC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Whitlock DDS PSC'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 DAVID WHITLOCK DDS PSC.

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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 (96th percentile).

Plan sponsor

Name

DAVID WHITLOCK DDS PSC

EIN

all filings

Address

700 ST. CHRISTOPHER DRIVE · #202 · ASHLAND, KY · 41101

Phone

(970) 342-8024

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator