Original filing (PDF)20251013144323NAL0000732611001

SONNY AFSHAR, D.D.S., INC.

Name: SONNY AFSHAR, D.D.S., INC. — SONNY AFSHAR, D.D.S., INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: SONNY AFSHAR, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

SONNY AFSHAR, D.D.S., INC. PROFIT SHARING 401(K) 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 SONNY AFSHAR, D.D.S., INC..

Plan sponsor

Name

SONNY AFSHAR, D.D.S., INC.

EIN

26-1810522

Address

3222 ROYAL DRIVE, SUITE A · CAMERON PARK, CA · 95682

Phone

(530) 677-4457

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

2025-10-13

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

AMIT SUD DDS & ANITA VERMA DDS LTD

WOODLAKE FAMILY DENTAL 401(K) PLAN

$1.2M · 23 participants

D&G DENTAL LLC

D & G DENTAL, LLC 401(K) PROFIT SHARING PLAN

$1.2M · 8 participants

MONTGOMERY FAMILY DENTAL

MONTGOMERY FAMILY DENTAL PROFIT SHARING PLAN

$1.2M · 18 participants

ENDODONTICS LIMITED, INC.

ENDODONTICS LIMITED, INC. CASH BALANCE PLAN

$1.2M · 10 participants

ADVANCED DENTISTRY OF SUMMIT

ADVANCED DENTISTRY OF SUMMIT 401K PROFIT SHARING PLAN