Original filing (PDF)20251014172033NAL0003376545001

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

Name: THOMAS PHAN, D.D.S, INC. BERRYESSA ORAL SURGERY — THOMAS PHAN, D.D.S, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THOMAS PHAN, D.D.S, INC. BERRYESSA ORAL SURGERY

Form 5500-SF

FILING_RECEIVED

THOMAS PHAN, D.D.S, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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

Plan sponsor

Name

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

EIN

26-3808292

Address

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

Phone

(408) 729-9000

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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