· 2022–2024 · DOL EFAST2

BERT AND DAVID ENGSTROM, DMD INC. — BERT AND DAVID ENGSTROM, DMD INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250618124547NAL0005791730001

BERT AND DAVID ENGSTROM, DMD INC.

Form 5500-SF

FILING_RECEIVED

BERT AND DAVID ENGSTROM, DMD INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

7

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERT AND DAVID ENGSTROM, DMD INC..

Plan sponsor

Name

BERT AND DAVID ENGSTROM, DMD INC.

EIN

01-0766942

Address

1122 ROSE AVENUE · SELMA, CA · 93662

Phone

(559) 896-0323

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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