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JENNY V. WANG, D.D.S., II, L.L.C. — JENNY V. WANG, D.D.S., II, L.L.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616121021NAL0000465443001
JENNY V. WANG, D.D.S., II, L.L.C.
Form 5500-SF
FILING_RECEIVED
JENNY V. WANG, D.D.S., II, L.L.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JENNY V. WANG, D.D.S., II, L.L.C.
.
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Plan sponsor
Name
JENNY V. WANG, D.D.S., II, L.L.C.
EIN
20-3161566
Address
15508 W. BELL ROAD · SUITE 110 · SURPRISE, AZ · 85374
Phone
(623) 583-8895
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-16
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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Trustee phone
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