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ADAM J. JANETTE, D.D.S., INC. — ADAM J. JANETTE, D.D.S., INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251202150051NAL0017503952001
ADAM J. JANETTE, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
ADAM J. JANETTE, D.D.S., INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.5 mo
Active participants
11
Accounts w/ balance
18
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ADAM J. JANETTE, D.D.S., INC.
.
Find decision makers
Plan sponsor
Name
ADAM J. JANETTE, D.D.S., INC.
EIN
20-0022056
Address
1010 PEACH · SAN LUIS OBISPO, CA · 93401
Phone
(805) 541-5611
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-12-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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SUNRISE DENTAL CENTER, PLLC
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JUDY C. CHEN, DDS, MSD PLLC
JUDY C. CHEN, DDS, MSD 401(K) PROFIT SHARING PLAN
100
Knocking points off
Filed 0.5 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 6 participants
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