How big is Dana Matlock DDS' plan?

Dana Matlock DDS' plan reported $792K in assets and 25 participants for 2024.

Original filing (PDF)20250724081824NAL0002491267001

Dana Matlock DDS

Name: Dana Matlock DDS — Dana Matlock DDS 401(k) Plan, Form 5500 (2024)
Creator: Dana Matlock DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dana Matlock DDS 401(k) Plan

401(k) retirement plan · Dana Matlock DDS' Dana Matlock DDS 401(k) Plan held $792K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$792K

Net assets (EOY)

$792K

People on this filing

Shirley Horner signed Dana Matlock DDS' 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Dana Matlock DDS' EIN is 85-1037045.

EIN 85-1037045

Plan number 001

Plan year 2024

ACK ID 20250724081824NAL0002491267001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dana Matlock DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANA MATLOCK DDS.

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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