Original filing (PDF)20250918070258NAL0000533939001

EDWARD Y. JIMENEZ, DDS

Name: EDWARD Y. JIMENEZ, DDS — EDWARD Y. JIMENEZ, DDS 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EDWARD Y. JIMENEZ, DDS

Form 5500-SF

FILING_RECEIVED

EDWARD Y. JIMENEZ, DDS 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score

/ 100

Grade A

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

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDWARD Y. JIMENEZ, DDS.

Plan sponsor

Name

EDWARD Y. JIMENEZ, DDS

EIN

20-2214543

Address

7055 ENGLE RD. · SUITE 501 · MIDDLEBURG HEIGHTS, OH · 44130

Phone

(440) 243-1600

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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