Original filing (PDF)20251007214738NAL0005244513001

KENNY WU D.D.S., INC.

Name: KENNY WU D.D.S., INC. — KENNY WU D.D.S., INC. SOLO 401(K) PLAN, Form 5500 (2024)
Creator: KENNY WU D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

KENNY WU D.D.S., INC. SOLO 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KENNY WU D.D.S., INC..

Plan sponsor

Name

KENNY WU D.D.S., INC.

EIN

20-4279054all filings

Address

20395 PACIFICA DRIVE, SUITE 111 · CUPERTINO, CA · 95014

Phone

(408) 364-6202

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

2025-10-07

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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

Related plans

Similar-size Offices of Dentists plans

BRIAN ASBURY, D.D.S, MMSC, INC.

BRIAN ASBURY, D.D.S, MMSC, INC. CASH BALANCE PLAN

$199K · 8 participants

MALLICK ENDODONTICS

MALLICK ENDODONTICS 401(K) PLAN

$199K · 4 participants

ANTONIO KNOX DDS PA 401K

ANTONIO KNOX DDS PA 401K PROFIT SHARING PLAN

$199K · 7 participants

LOCKHART SMILE CENTER PLLC

LOCKHART SMILE CENTER PLLC 401(K) PLAN

$199K · 6 participants

LIBERIA DENTAL CARE PLLC

$199K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.