How big is Joshua P Tally DDS PLLC's plan?

Joshua P Tally DDS PLLC's plan reported $52K in assets and 14 participants for 2024.

Original filing (PDF)20250915220106NAL0000948995056

Joshua P Tally DDS PLLC

Name: Joshua P Tally DDS PLLC — Tally Dental Excellence, Form 5500 (2024)
Creator: Joshua P Tally DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tally Dental Excellence 401(k) Plan

401(k) retirement plan · Joshua P Tally DDS PLLC's Tally Dental Excellence 401(k) Plan held $52K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

QIAN LIU signed Joshua P Tally DDS PLLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Joshua P Tally DDS PLLC's EIN is 92-1368638.

EIN 92-1368638

Plan number 002

Plan year 2024

ACK ID 20250915220106NAL0000948995056

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joshua P Tally DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joshua P Tally DDS PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSHUA P TALLY DDS PLLC.

Finding similar companies…

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