How big is Holton Oral and Maxillofacial Surgery, P.C.'s plan?

Holton Oral and Maxillofacial Surgery, P.C.'s plan reported $241K in assets and 4 participants for 2024.

Original filing (PDF)20251010104656NAL0012353280001

Holton Oral and Maxillofacial Surgery, P.C.

Name: Holton Oral and Maxillofacial Surgery, P.C. — Form 5500 Plan 001 (2024)
Creator: Holton Oral and Maxillofacial Surgery, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Holton OMS Retirement Plan & Trust

401(k) retirement plan · Holton Oral and Maxillofacial Surgery, P.C.'s Holton OMS Retirement Plan & Trust held $241K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$241K

Net assets (EOY)

$241K

Plan identifiers

Holton Oral and Maxillofacial Surgery, P.C.'s EIN is 87-1376578.

EIN 87-1376578

Plan number 001

Plan year 2024

ACK ID 20251010104656NAL0012353280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holton Oral and Maxillofacial Surgery, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holton Oral and Maxillofacial Surgery, P.C.'s plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

HOLTON ORAL AND MAXILLOFACIAL SURGERY, P.C.

EIN

all filings

Address

820 GRAND AVENUE · SPENCER, IA · 51301

Phone

(712) 580-3038

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator