How big is Laurie E. Shepherd, D.D.S.'s plan?

Laurie E. Shepherd, D.D.S.'s plan reported $2.1M in assets and 7 participants for 2022.

Original filing (PDF)20230924140258NAL0006571473001

Laurie E. Shepherd, D.D.S.

Name: Laurie E. Shepherd, D.D.S. — Laurie E. Shepherd, Form 5500 (2022)
Creator: Laurie E. Shepherd, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laurie E. Shepherd, D.D.S. Profit Sharing 401(k) Plan

401(k) retirement plan · Laurie E. Shepherd, D.D.S.'s Laurie E. Shepherd, D.D.S. Profit Sharing 401(k) Plan held $2.1M in plan assets for 7 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Laurie E. Shepherd, D.D.S. signed Laurie E. Shepherd, D.D.S.'s 2022 Form 5500 as plan administrator.

Laurie E. Shepherd, D.D.S. — 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

Laurie E. Shepherd, D.D.S.'s EIN is 94-3255194.

EIN 94-3255194

Plan number 001

Plan year 2022

ACK ID 20230924140258NAL0006571473001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Laurie E. Shepherd, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Laurie E. Shepherd, D.D.S.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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