How big is Jeffrey L. Erwin DDS PS' plan?

Jeffrey L. Erwin DDS PS' plan reported $301K in assets and 10 participants for 2024.

Original filing (PDF)20251015172319NAL0005247921001

Jeffrey L. Erwin DDS PS

Name: Jeffrey L. Erwin DDS PS — Jeffrey L. Erwin, DDS, PS, Form 5500 (2024)
Creator: Jeffrey L. Erwin DDS PS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey L. Erwin, DDS, PS 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey L. Erwin DDS PS' Jeffrey L. Erwin, DDS, PS 401(k) Profit Sharing Plan held $301K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

Plan identifiers

Jeffrey L. Erwin DDS PS' EIN is 91-1705397.

EIN 91-1705397

Plan number 001

Plan year 2024

ACK ID 20251015172319NAL0005247921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey L. Erwin DDS PS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey L. Erwin DDS PS' 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 JEFFREY L. ERWIN DDS PS.

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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