· 2022–2024 · DOL EFAST2

Daniel SUR DDS, Inc. — Daniel SUR DDS, Inc., Form 5500 (2025)

Original filing (PDF)20260716145955NAL0003467155001

Daniel SUR DDS, Inc.

Form 5500-SF

FILING_RECEIVED

Daniel SUR DDS, Inc. Retirement Plan

401(k) retirement plan · Daniel SUR DDS, Inc.'s Daniel SUR DDS, Inc. Retirement Plan held $364K in plan assets for 19 participants in 2025.

Active participants

19

Accounts w/ balance

10

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

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

55

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DANIEL SUR DDS, INC.

EIN

20-1363751all filings

Address

1518 NILES STREET · BAKERSFIELD, CA · 93305

Phone

(661) 607-8515

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-16

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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