Original filing (PDF)20251006122439NAL0001847075001

MATTHEW B. ROWAN, D.D.S., M.S.D.

Name: MATTHEW B. ROWAN, D.D.S., M.S.D. — MATTHEW B. ROWAN, D.D.S., M.S.D. RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: MATTHEW B. ROWAN, D.D.S., M.S.D.

Form 5500-SF

FILING_RECEIVED

MATTHEW B. ROWAN, D.D.S., M.S.D. RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 MATTHEW B. ROWAN, D.D.S., M.S.D..

Plan sponsor

Name

MATTHEW B. ROWAN, D.D.S., M.S.D.

EIN

26-4019809

Address

3351 NORTH M STREET, SUITE 210 · MERCED, CA · 95348

Phone

(209) 723-5454

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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