Original filing (PDF)20250416184821NAL0002472227001

SHARON T. LU, D.D.S., INC.

Name: SHARON T. LU, D.D.S., INC. — SHARON T. LU, D.D.S., INC. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: SHARON T. LU, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

SHARON T. LU, D.D.S., INC. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHARON T. LU, D.D.S., INC..

Plan sponsor

Name

SHARON T. LU, D.D.S., INC.

EIN

20-8492628all filings

Address

18426 BROOKHURST STREET, SUITE 203 · FOUNTAIN VALLEY, CA · 92708

Phone

(714) 962-3636

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

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

PINO DENTAL GROUP INC

PINO DENTAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$90K · 1 participants

EAST COAST DISTRICT DENTAL PROFIT S

EAST COAST DISTRICT DENTAL PROFIT SHARING PLAN

$90K · 2 participants

TOM DAVIES DDS PLLC

TOM DAVIES DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST

$90K · 5 participants

K. KEVIN NESHAT, D.D.S., M.D., P.A.

K. KEVIN NESHAT, D.D.S., M.D., P.A. 401(K) PROFIT SHARING PLAN

$90K · 2 participants

CHAPMAN SMILES ORTHODONTICS

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.