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 $1.6M in assets and 8 participants for 2024.

Original filing (PDF)20251014172033NAL0003376545001

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

Name: Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery — Form 5500 Plan 002 (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. 401(k) Profit Sharing Plan

401(k) retirement plan · Thomas PHAN, D.D.S, Inc. Berryessa Oral Surgery's Thomas PHAN, D.D.S, Inc. 401(k) Profit Sharing Plan held $1.6M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

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

EIN 26-3808292

Plan number 002

Plan year 2024

ACK ID 20251014172033NAL0003376545001

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 profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

THOMAS PHAN, D.D.S, INC. BERRYESSA ORAL SURGERY

EIN

all filings

Address

2664 BERRYESSA ROAD · SUITE 106 · SAN JOSE, CA · 95132

Phone

(408) 729-9000

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator