How big is JAKE M Dorfman DMD PLLC's plan?

JAKE M Dorfman DMD PLLC's plan reported $394K in assets and 5 participants for 2024.

Original filing (PDF)20250824144211NAL0003551587001

JAKE M Dorfman DMD PLLC

Name: JAKE M Dorfman DMD PLLC — JAKE Dorfman DMD 401(k), Form 5500 (2024)
Creator: JAKE M Dorfman DMD PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JAKE Dorfman DMD 401(k) Profit Sharing Plan

401(k) retirement plan · JAKE M Dorfman DMD PLLC's JAKE Dorfman DMD 401(k) Profit Sharing Plan held $394K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

Plan identifiers

JAKE M Dorfman DMD PLLC's EIN is 84-2669134.

EIN 84-2669134

Plan number 001

Plan year 2024

ACK ID 20250824144211NAL0003551587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JAKE M Dorfman DMD PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JAKE M Dorfman DMD PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAKE M DORFMAN DMD 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 (90th percentile).

Plan sponsor

Name

JAKE M DORFMAN DMD PLLC

EIN

all filings

Address

345 KNOWLES AVENUE - SUITE #7 · SOUTHAMPTON, PA · 18966

Phone

(215) 917-6690

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator