How big is Katherine Toole, D.D.S., P.A.'s plan?

Katherine Toole, D.D.S., P.A.'s plan reported $97K in assets and 8 participants for 2024.

Original filing (PDF)20251003155546NAL0001592257001

Katherine Toole, D.D.S., P.A.

Name: Katherine Toole, D.D.S., P.A. — Nwaes Retirement, Form 5500 (2024)
Creator: Katherine Toole, D.D.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nwaes Retirement Plan & Trust

401(k) retirement plan · Katherine Toole, D.D.S., P.A.'s Nwaes Retirement Plan & Trust held $97K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan identifiers

Katherine Toole, D.D.S., P.A.'s EIN is 86-1439930.

EIN 86-1439930

Plan number 001

Plan year 2024

ACK ID 20251003155546NAL0001592257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katherine Toole, D.D.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katherine Toole, D.D.S., P.A.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHERINE TOOLE, D.D.S., P.A..

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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