How big is Patrick L. Ward, DDS' plan?

Patrick L. Ward, DDS' plan reported $924K in assets and 3 participants for 2024.

Original filing (PDF)20250801032055NAL0002986995001

Patrick L. Ward, DDS

Name: Patrick L. Ward, DDS — Patrick L. Ward, DDS Profit, Form 5500 (2024)
Creator: Patrick L. Ward, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick L. Ward, DDS Profit Sharing Plan

401(k) retirement plan · Patrick L. Ward, DDS' Patrick L. Ward, DDS Profit Sharing Plan held $924K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$924K

Net assets (EOY)

$924K

People on this filing

Patrick Ward signed Patrick L. Ward, DDS' 2024 Form 5500 as plan administrator.

Patrick Ward — 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

Patrick L. Ward, DDS' EIN is 91-1448725.

EIN 91-1448725

Plan number 001

Plan year 2024

ACK ID 20250801032055NAL0002986995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Patrick L. Ward, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Patrick L. Ward, DDS' 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 PATRICK L. WARD, DDS.

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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