Original filing (PDF)20250924121841NAL0008641056001

ALISON K. JACKSON, DDS, APC

Name: ALISON K. JACKSON, DDS, APC — ALISON K. JACKSON, DDS, APC 401(K) PLAN, Form 5500 (2024)
Creator: ALISON K. JACKSON, DDS, APC

Form 5500-SF

FILING_RECEIVED

ALISON K. JACKSON, DDS, APC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 ALISON K. JACKSON, DDS, APC.

Plan sponsor

Name

ALISON K. JACKSON, DDS, APC

EIN

20-1636327

Address

7545 SOQUEL DRIVE · APTOS, CA · 95003

Phone

(831) 662-2900

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2G · Total participant-directed accounts

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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