· 2022–2024 · DOL EFAST2

Katie Tonkin DDS PLLC — Katie Tonkin DDS PLLC 401(k), Form 5500 (2025)

Original filing (PDF)20260513071613NAL0008943808001

Katie Tonkin DDS PLLC

Form 5500-SF

FILING_RECEIVED

Katie Tonkin DDS PLLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Katie Tonkin DDS PLLC's Katie Tonkin DDS PLLC 401(k) Profit Sharing Plan & Trust held $525K in plan assets for 9 participants in 2025.

Active participants

9

Accounts w/ balance

9

Plan assets (EOY)

$525K

Net assets (EOY)

$525K

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

81

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 KATIE TONKIN DDS PLLC.

Plan sponsor

Name

KATIE TONKIN DDS PLLC

EIN

85-3808285all filings

Address

2529 ANGELINA DR · SCHENECTADY, NY · 123091154

Phone

(304) 651-5733

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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