How big is Charles E. Wallace, D.D.S., P.S.'s plan?

Charles E. Wallace, D.D.S., P.S.'s plan reported $3.3M in assets and 9 participants for 2025.

Original filing (PDF)20260304161626NAL0005115696001

Charles E. Wallace, D.D.S., P.S.

Name: Charles E. Wallace, D.D.S., P.S. — Charles E., Form 5500 (2025)
Creator: Charles E. Wallace, D.D.S., P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles E. Wallace, D.D.S., P.S. 401(k) Retirement Savings Plan

401(k) retirement plan · Charles E. Wallace, D.D.S., P.S.'s Charles E. Wallace, D.D.S., P.S. 401(k) Retirement Savings Plan held $3.3M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Charles E. Wallace, D.D.S., P.S.'s EIN is 91-2014191.

EIN 91-2014191

Plan number 001

Plan year 2025

ACK ID 20260304161626NAL0005115696001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles E. Wallace, D.D.S., P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles E. Wallace, D.D.S., P.S.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES E. WALLACE, D.D.S., 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score