Original filing (PDF)20250205161736NAL0004999619001

STEVEN L. FLOOD, D.D.S., INC.

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

Form 5500-SF

FILING_RECEIVED

STEVEN L. FLOOD, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 STEVEN L. FLOOD, D.D.S., INC..

Plan sponsor

Name

STEVEN L. FLOOD, D.D.S., INC.

EIN

20-8228612

Address

1124 E. GRAND AVE. · ARROYO GRANDE, CA · 93420

Phone

(805) 550-1512

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

2025-02-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

SONOMA COUNTY ORAL SURGERY

SONOMA COUNTY ORAL SURGERY RETIREMENT PLAN

$5.4M · 15 participants

JOE DANZER, D.M.D., PLLC

JOE DANZER, D.M.D., PLLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST

$5.4M · 11 participants

DRS. BAYLON AND BEINLICH, LLC

BAYLON AND BEINLICH, LLC 401(K) PROFIT SHARING PLAN

$5.4M · 23 participants

LILI MIRTORABI DDS MS A PROFESSIONAL CORP

LILI MIRTORABI DDS MS A PROFESSIONAL CORP 401K PLAN

$5.4M · 137 participants

DRS. SCHEFFLER AND WHITELEY, PLLC