Original filing (PDF)20250926192611NAL0010433920001

ALAN P. CHUN, D.D.S., M.D., INC.

Name: ALAN P. CHUN, D.D.S., M.D., INC. — ALAN P. CHUN, D.D.S. M.D., INC. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: ALAN P. CHUN, D.D.S., M.D., INC.

Form 5500-SF

FILING_RECEIVED

ALAN P. CHUN, D.D.S. M.D., INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN P. CHUN, D.D.S., M.D., INC..

Plan sponsor

Name

ALAN P. CHUN, D.D.S., M.D., INC.

EIN

20-0539691

Address

P. O. BOX 936 · DIABLO, CA · 945280936

Phone

(925) 833-8516

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LAWNDALE DENTAL, P.A.

LAWNDALE DENTAL 401(K) PLAN

$3.6M · 12 participants

CINCISMILES, LLC

CINCISMILES RETIREMENT PLAN & TRUST

$3.6M · 6 participants

SHILLINGER DDS, PS

SHILLINGER DDS, PS 401(K) PROFIT SHARING PLAN

$3.6M · 15 participants

JUSTIN C TRIPP DDS LTD

JUSTIN C TRIPP DDS LTD 401K PROFIT SHARING PLAN

$3.6M · 9 participants

KATZ FAMILY DENTISTRY, P.C.

KATZ FAMILY DENTISTRY, P.C. 401(K) PLAN

$3.6M · 16 participants