Original filing (PDF)20250611160730NAL0015927793001

JACOB SONN DMD LLC

Name: JACOB SONN DMD LLC — JACOB SONN DMD LLC 401(K), Form 5500 (2024)
Creator: JACOB SONN DMD LLC

Form 5500-SF

FILING_RECEIVED

JACOB SONN DMD LLC 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JACOB SONN DMD LLC.

Plan sponsor

Name

JACOB SONN DMD LLC

EIN

85-3561518all filings

Address

934 QUANAL CT KIRKWOOD MO 63122 · KIRKWOOD, MO · 63122

Phone

(904) 501-3556

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

BRILLIANT DENTAL, PC

BRILLIANT DENTAL, PC PROFIT SHARING PLAN

$323K · 11 participants

STEPHEN E GENTILE DMD PA

STEPHEN E GENTILE DMD PA PROFIT SHARING PLAN

$323K · 3 participants

EDINBURGH DENTAL CARE PC

EDINBURGH DENTAL CARE PC 401(K) PLAN

$323K · 5 participants

CAITLIN SINGLETON, DDS, PLLC

CAITLIN SINGLETON, DDS 401(K) PLAN

$323K · 8 participants

ANUJA KOTHARI DDS MS PC

NORTHWEST ORTHODONTICS 401(K) PLAN

$323K · 5 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.