How big is Brian K Filbert, DDS' plan?

Brian K Filbert, DDS' plan reported $1.6M in assets and 7 participants for 2024.

Original filing (PDF)20250701133426NAL0018544672003

Brian K Filbert, DDS

Name: Brian K Filbert, DDS — Brian K Filbert, DDS, Form 5500 (2024)
Creator: Brian K Filbert, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian K Filbert, DDS Retirement Trust

401(k) retirement plan · Brian K Filbert, DDS' Brian K Filbert, DDS Retirement Trust held $1.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Brian K Filbert signed Brian K Filbert, DDS' 2024 Form 5500 as plan administrator.

Brian K Filbert — 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

Brian K Filbert, DDS' EIN is 91-1568092.

EIN 91-1568092

Plan number 001

Plan year 2024

ACK ID 20250701133426NAL0018544672003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian K Filbert, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian K Filbert, 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 BRIAN K FILBERT, 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

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 (89th percentile).

Plan sponsor

Name

BRIAN K FILBERT, DDS

EIN

all filings

Address

33507 9TH AVE S · BLDG B STE 1 · FEDERAL WAY, WA · 98003

Phone

(206) 940-3345

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator