Original filing (PDF)20250630134856NAL0011224769001

NOLAND D. SOO., D.D.S., M.S., INC.

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

Form 5500-SF

FILING_RECEIVED

NOLAND D. SOO., D.D.S., M.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 NOLAND D. SOO., D.D.S., M.S., INC..

Plan sponsor

Name

NOLAND D. SOO., D.D.S., M.S., INC.

EIN

20-3033981

Address

17692 BEACH BLVD., #209 · HUINTINGTON BEACH, CA · 92647

Phone

(949) 788-2966

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

2025-06-30

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

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

KENT MORRIS ORTHODONTICS INC

KENT MORRIS ORTHODONTICS INC PROFIT SHARING PLAN

$2.5M · 9 participants

JAMES J. FORNI D.D.S. A DENTAL CORPORATION

JAMES J. FORNI D.D.S. A DENTAL CORPORATION CASH BALANCE DEFINED BENEFIT PENSION PLAN

$2.5M · 1 participants

EDMUND W. JAY D.D.S., INC.

EDMUND W. JAY D.D.S., INC. RETIREMENT PLAN

$2.5M · 5 participants

GOODMAN, KO AND ASSOCIATES, PLLC

DAVID A. GOODMAN & ASSOCIATES 401K PROFIT SHARING PLAN

$2.5M · 15 participants

ROBANG PLLC