How big is Jennifer L Wahlen DMD PC's plan?

Jennifer L Wahlen DMD PC's plan reported $2.6M in assets and 12 participants for 2025.

Original filing (PDF)20260508160438NAL0003960561001

Jennifer L Wahlen DMD PC

Name: Jennifer L Wahlen DMD PC — Jennifer L. Wahlen DMD, Form 5500 (2025)
Creator: Jennifer L Wahlen DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jennifer L. Wahlen DMD 401(k) Retirement Plan

401(k) retirement plan · Jennifer L Wahlen DMD PC's Jennifer L. Wahlen DMD 401(k) Retirement Plan held $2.6M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Jennifer Poorman signed Jennifer L Wahlen DMD PC's 2025 Form 5500 as plan administrator.

Jennifer Poorman — 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

Jennifer L Wahlen DMD PC's EIN is 87-0684122.

EIN 87-0684122

Plan number 001

Plan year 2025

ACK ID 20260508160438NAL0003960561001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jennifer L Wahlen DMD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jennifer L Wahlen DMD PC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JENNIFER L WAHLEN DMD PC.

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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