Original filing (PDF)20250508191249NAL0028393906001

LESLIE K BONAR DDS APC & CHARLES U BASSO DDS APC

Name: LESLIE K BONAR DDS APC & CHARLES U BASSO DDS APC — GRAND DENTISTRY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LESLIE K BONAR DDS APC & CHARLES U BASSO DDS APC

Form 5500-SF

FILING_RECEIVED

GRAND DENTISTRY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 LESLIE K BONAR DDS APC & CHARLES U BASSO DDS APC.

Plan sponsor

Name

LESLIE K BONAR DDS APC & CHARLES U BASSO DDS APC

EIN

20-5928334

Address

457 EAST GRAND AVENUE, SUITE 4 · ESCONDIDO, CA · 92025

Phone

(760) 747-7878

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

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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