ARPANA GUPTA, DDS & SAMBHAV N. JAIN, DDS INC. CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 1.8 mo
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$490K
Net assets (EOY)
$490K
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
93
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Knocking points off
Filed 1.8 months past the 10.5-month grace window.
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 ARPANA GUPTA, DDS & SAMBHAV N. JAIN, DDS INC..
Plan sponsor
Name
ARPANA GUPTA, DDS & SAMBHAV N. JAIN, DDS INC.
EIN
26-3558350
Address
3381 WALNUT AVE. · FREMONT, CA · 94538
Phone
(510) 574-0496
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-01-09
Pension benefit codes
1C · Cash balance or similar hybrid DB
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
