How big is LISA King DDS MS PA's plan?

LISA King DDS MS PA's plan reported $642K in assets and 3 participants for 2023.

Original filing (PDF)20241024093404NAL0001754114001

LISA King DDS MS PA

Name: LISA King DDS MS PA — LISA King DDS MS PA 401(k), Form 5500 (2023)
Creator: LISA King DDS MS PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA King DDS MS PA 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · LISA King DDS MS PA's LISA King DDS MS PA 401(k) Profit Sharing Plan & Trust held $642K in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

People on this filing

Kimberly Statkus Haltom signed LISA King DDS MS PA's 2023 Form 5500 as plan administrator.

Kimberly Statkus Haltom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LISA King DDS MS PA's EIN is 85-0447076.

EIN 85-0447076

Plan number 002

Plan year 2023

ACK ID 20241024093404NAL0001754114001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for LISA King DDS MS PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

LISA King DDS MS PA'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 LISA KING DDS MS PA.

Finding similar companies…

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LISA KING DDS MS PA

EIN

all filings

Address

8300 CARMEL AVE NE - STE 403 · ALBUQUERQUE, NM · 87122

Phone

(505) 797-2321

Industry

Other Services (ex. Public Admin)

Plan administrator