How big is JEFF Wilson DDS Inc.'s plan?

JEFF Wilson DDS Inc.'s plan reported $2.3M in assets and 11 participants for 2024.

Original filing (PDF)20250930175153NAL0012558817001

JEFF Wilson DDS Inc.

Name: JEFF Wilson DDS Inc. — JEFF Wilson DDS Inc. 401(k), Form 5500 (2024)
Creator: JEFF Wilson DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Wilson DDS Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · JEFF Wilson DDS Inc.'s JEFF Wilson DDS Inc. 401(k) Profit Sharing Plan held $2.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

JEFF Wilson DDS Inc.'s EIN is 99-0395073.

EIN 99-0395073

Plan number 001

Plan year 2024

ACK ID 20250930175153NAL0012558817001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Wilson DDS Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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