· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MONTEREY PENINSULA ENDODONTICS — MONTEREY PENINSULA ENDODONTICS 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250405173224NAL0013826401001
MONTEREY PENINSULA ENDODONTICS
Form 5500-SF
FILING_RECEIVED
MONTEREY PENINSULA ENDODONTICS 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONTEREY PENINSULA ENDODONTICS
.
Find decision makers
Plan sponsor
Name
MONTEREY PENINSULA ENDODONTICS
EIN
26-2755137
Address
920 CASS ST STE 100 · MONTEREY, CA · 939404507
Phone
(831) 373-1377
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-04-05
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
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
PEDIATRIC DENTAL ASSOCIATES PC
PEDIATRIC DENTAL ASSOCIATES, P.C. PROFIT SHARING PLAN
$4.8M · 10 participants
CHUNG L HWANG, DDS, PLLC
BONNEY LAKE DENTAL DEFINED BENEFIT PLAN
$4.8M · 19 participants
NORTHERN PLAINS ORAL & MAXILLOFACIAL SURGERY, PLLC
NORTHERN PLAINS ORAL & MAXILLOFACIAL SURGERY, PLLC 401K PROFIT SHARING PLAN
$4.8M · 10 participants
STEVEN M TOSCHI DDS
STEVEN M TOSCHI DDS 401(K) PROFIT SHARING PLAN & TRUST
$4.8M · 11 participants
ROBERT C. APUY, D.D.S., INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROBERT C. APUY, D. D. S. , INC. PROFIT SHARING PLAN
$4.8M · 7 participants
KURTIS S KELLNER DDS SC
KURTIS S KELLNER DDS SC 401K PROFIT SHARING PLAN
$4.8M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
