Original filing (PDF)20250603181221NAL0029039250001

CATHERINE S. IRASUSTA, DMD, INC.

Name: CATHERINE S. IRASUSTA, DMD, INC. — CATHERINE S IRASUSTA DMD INC SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CATHERINE S. IRASUSTA, DMD, INC.

Form 5500-SF

FILING_RECEIVED

CATHERINE S IRASUSTA DMD INC SAFE HARBOR 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 CATHERINE S. IRASUSTA, DMD, INC..

Plan sponsor

Name

CATHERINE S. IRASUSTA, DMD, INC.

EIN

20-3001722

Address

125 E. BARSTOW AVENUE, SUITE 129 · FRESNO, CA · 93710

Phone

(559) 221-7303

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

2025-06-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Welfare benefit codes

4B · Life Insurance

Service providers (Schedule C)

Small plans don't disclose service providers

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