Original filing (PDF)20250729123235NAL0001599619001

L.A. ROBINSON, D.D.S., INC.

Name: L.A. ROBINSON, D.D.S., INC. — L.A. ROBINSON, DDS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: L.A. ROBINSON, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

L.A. ROBINSON, DDS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 L.A. ROBINSON, D.D.S., INC..

Plan sponsor

Name

L.A. ROBINSON, D.D.S., INC.

EIN

20-8178797

Address

12791 NEWPORT AVE., STE.205 · TUSTIN, CA · 92780

Phone

(714) 508-8300

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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ALEJANDRA RIVAS KOVACH, DDS, PLLC

KOVACH ORAL SURGERY 401(K) PROFIT SHARING PLAN

$1.2M · 8 participants

NELSON DENTAL, LLC

NELSON DENTAL, LLC 401(K) RETIREMENT PLAN

$1.2M · 11 participants

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

$1.2M · 5 participants

ANDREW J. WAHL, D.D.S., P.A.

ANDREW J. WAHL DDS PA DEFINED BENEFIT CASH BALANCE PLAN & TRUST

$1.2M · 12 participants

SHELBY FAMILY COSMETIC DENTISTRY