Original filing (PDF)20251013144553NAL0002223664001

JEFF L. FRANCIS, DDS

Name: JEFF L. FRANCIS, DDS — JEFF L. FRANCIS, DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFF L. FRANCIS, DDS

Form 5500-SF

FILING_RECEIVED

JEFF L. FRANCIS, DDS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEFF L. FRANCIS, DDS.

Plan sponsor

Name

JEFF L. FRANCIS, DDS

EIN

20-4930077

Address

3909 VAN BUREN BLVD · SUITE 6 · RIVERSIDE, CA · 92503

Phone

(951) 359-0645

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

2025-10-13

Pension benefit codes

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

3B · Covers self-employed individuals

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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