· 2022–2024 · DOL EFAST2

CHARLES T. LOO, DMD, MSD — CHARLES T. LOO, DMD, MSD PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251218112941NAL0007678960001

CHARLES T. LOO, DMD, MSD

Form 5500-SF

FILING_RECEIVED

CHARLES T. LOO, DMD, MSD PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 1.1 mo

Active participants

6

Accounts w/ balance

3

Plan assets (EOY)

$265K

Net assets (EOY)

$265K

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 70% of scoring inputs for this filing.

Compliance & integrity

96

Total plan cost

n/a

Plan health

63

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES T. LOO, DMD, MSD.

Plan sponsor

Name

CHARLES T. LOO, DMD, MSD

EIN

22-2665303all filings

Address

150 CREST ROAD · RIDGEWOOD, NJ · 07450

Phone

(201) 447-4404

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

2025-12-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

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