How big is Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery's plan?

Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery's plan reported $5.8M in assets and 2 participants for 2024.

Original filing (PDF)20251014164337NAL0003313777001

Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery

Name: Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery — Form 5500 Plan 001 (2024)
Creator: Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Thomas PHAN, D.D.S., Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery's Thomas PHAN, D.D.S., Inc. Defined Benefit Pension Plan held $5.8M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery's EIN is 26-3808292.

EIN 26-3808292

Plan number 001

Plan year 2024

ACK ID 20251014164337NAL0003313777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS PHAN, D.D.S, INC. BERRYESSA ORAL SURGERY.

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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