How big is Jerold Sorensen, D.D.S., P.C.'s plan?

Jerold Sorensen, D.D.S., P.C.'s plan reported $925K in assets for 2024.

Original filing (PDF)20250926141559NAL0011912819001

Jerold Sorensen, D.D.S., P.C.

Name: Jerold Sorensen, D.D.S., P.C. — Jerold Sorensen, D., Form 5500 (2024)
Creator: Jerold Sorensen, D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jerold Sorensen, D. D. S. , P. C.

Defined-benefit pension plan · Jerold Sorensen, D.D.S., P.C.'s Jerold Sorensen, D. D. S. , P. C. reported $925K in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$925K

Net assets (EOY)

$925K

Plan identifiers

Jerold Sorensen, D.D.S., P.C.'s EIN is 94-2769917.

EIN 94-2769917

Plan number 002

Plan year 2024

ACK ID 20250926141559NAL0011912819001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jerold Sorensen, D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jerold Sorensen, D.D.S., P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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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