How big is Robert Jerry Capener, DMD, LLC's plan?

Robert Jerry Capener, DMD, LLC's plan reported $1.4M in assets and 12 participants for 2024.

Original filing (PDF)20250909161352NAL0012696883001

Robert Jerry Capener, DMD, LLC

Name: Robert Jerry Capener, DMD, LLC — Robert Jerry, Form 5500 (2024)
Creator: Robert Jerry Capener, DMD, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Jerry Capener, DMD, LLC Profit Sharing Plan

401(k) retirement plan · Robert Jerry Capener, DMD, LLC's Robert Jerry Capener, DMD, LLC Profit Sharing Plan held $1.4M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert Capener signed Robert Jerry Capener, DMD, LLC's 2024 Form 5500 as plan administrator.

Robert Capener — 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

Robert Jerry Capener, DMD, LLC's EIN is 87-0626155.

EIN 87-0626155

Plan number 002

Plan year 2024

ACK ID 20250909161352NAL0012696883001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Jerry Capener, DMD, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Jerry Capener, DMD, LLC'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 ROBERT JERRY CAPENER, DMD, LLC.

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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

Knocking points off