How big is Stephen R. Ottosen, D.D.S., M.S.D., P.S.'s plan?

Stephen R. Ottosen, D.D.S., M.S.D., P.S.'s plan reported $2.6M in assets and 1 participants for 2023.

Original filing (PDF)20240413122833NAL0004112497001

Stephen R. Ottosen, D.D.S., M.S.D., P.S.

Name: Stephen R. Ottosen, D.D.S., M.S.D., P.S. — Form 5500 Plan 002 (2023)
Creator: Stephen R. Ottosen, D.D.S., M.S.D., P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen R. Ottosen, D.D.S., M.S.D., P.S. Cash Balance Plan

Defined-benefit pension plan · Stephen R. Ottosen, D.D.S., M.S.D., P.S.'s Stephen R. Ottosen, D.D.S., M.S.D., P.S. Cash Balance Plan held $2.6M in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Stephen R. Ottosen, D.D.S., M.S.D., P.S.'s EIN is 91-1729935.

EIN 91-1729935

Plan number 002

Plan year 2023

ACK ID 20240413122833NAL0004112497001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stephen R. Ottosen, D.D.S., M.S.D., P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stephen R. Ottosen, D.D.S., M.S.D., P.S.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN R. OTTOSEN, D.D.S., M.S.D., P.S..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score