How big is Katayoon Shafagh DDS Inc.'s plan?

Katayoon Shafagh DDS Inc.'s plan reported $2.6M in assets and 27 participants for 2024.

Original filing (PDF)20250718102102NAL0002819650001

Katayoon Shafagh DDS Inc.

Name: Katayoon Shafagh DDS Inc. — Katayoon Shafagh DDS, Form 5500 (2024)
Creator: Katayoon Shafagh DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Katayoon Shafagh DDS Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Katayoon Shafagh DDS Inc.'s Katayoon Shafagh DDS Inc. 401(k) Profit Sharing Plan & Trust held $2.6M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Marcus Bowie signed Katayoon Shafagh DDS Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Katayoon Shafagh DDS Inc.'s EIN is 95-4580995.

EIN 95-4580995

Plan number 001

Plan year 2024

ACK ID 20250718102102NAL0002819650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Katayoon Shafagh DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Katayoon Shafagh DDS Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score