Back to filter
Original filing (PDF)20250513174825NAL0040580562001
MARTIN J. MATOVICH, DMD
Form 5500-SF
FILING_RECEIVED
MARTIN MATOVICH, DMD RETIREMENT PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
18
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTIN J. MATOVICH, DMD.
Plan sponsor
Name
MARTIN J. MATOVICH, DMD
EIN
91-1865908
Address
300 SE 120TH AVENUE, SUITE 400 · VANCOUVER, WA · 98683
Phone
(360) 256-3570
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Dentists plans
DAVID J. WARD, DMD, PC
DAVID J. WARD, DMD, PC 401(K) PLAN
$2.3M · 12 participants
ASSOCIATES FOR DENTAL CARE
ASSOCIATES FOR DENTAL CARE CASH BALANCE PLAN
$2.3M · 8 participants
DANIEL M. PITTMAN, III, DMD, PC DBA DOTHAN PERIODONTICS & IMPLANTS
DOTHAN PERIODONTICS & IMPLANTS 401(K) PROFIT SHARING PLAN
$2.3M · 11 participants
BRUCE H. MCCULLAR, DDS, PC
BRUCE H. MCCULLAR, DDS, PC 401(K) PROFIT SHARING PLAN
$2.3M · 3 participants
LIVINGSTON PERIODONTAL ASSOCIATES, LLC
LIVINGSTON PERIODONTAL ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 22 participants
RESMER ORTHODONTICS, LLC
RESMER AND RYAN ORTHODONTICS, LLC DEFINED BENEFIT PLAN
$2.3M · 9 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants