· 2022–2024 · DOL EFAST2

ALBERT E KLITZKE DDS INC — ALBERT E KLITZKE DDS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)

Original filing (PDF)20230403175141NAL0059179040001

ALBERT E KLITZKE DDS INC

Form 5500-SF

FILING_RECEIVED

ALBERT E KLITZKE DDS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$329K

Net assets (EOY)

$329K

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

67

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALBERT E KLITZKE DDS INC.

Plan sponsor

Name

ALBERT E KLITZKE DDS INC

EIN

20-4294554all filings

Address

8790 CUYAMACA ST SUITE E · SANTEE, CA · 92071

Phone

(619) 596-0144

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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