How big is James E. Forbes DDS' plan?

James E. Forbes DDS' plan reported $3.6M in assets and 8 participants for 2023.

Original filing (PDF)20240717165200NAL0004457825001

James E. Forbes DDS

Name: James E. Forbes DDS — James E. Forbes DDS 401(k), Form 5500 (2023)
Creator: James E. Forbes DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James E. Forbes DDS 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James E. Forbes DDS' James E. Forbes DDS 401(k) Profit Sharing Plan & Trust held $3.6M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

James Forbes signed James E. Forbes DDS' 2023 Form 5500 as plan administrator.

James Forbes — 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

James E. Forbes DDS' EIN is 94-3053970.

EIN 94-3053970

Plan number 001

Plan year 2023

ACK ID 20240717165200NAL0004457825001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for James E. Forbes DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

James E. Forbes DDS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES E. FORBES DDS.

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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