· 2022–2024 · DOL EFAST2

J. PATRICK AND MATTHEW J. DAVIS, PROFESSIONAL DENTAL CORPORATION — J. PATRICK AND MATTHEW J. DAVIS, PROFESSIONAL DENTAL CORPORATION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250805162205NAL0002373136001

J. PATRICK AND MATTHEW J. DAVIS, PROFESSIONAL DENTAL CORPORATION

Form 5500-SF

FILING_RECEIVED

J. PATRICK AND MATTHEW J. DAVIS, PROFESSIONAL DENTAL CORPORATION 401(K) PLAN

401(k) retirement plan

Active participants

19

Accounts w/ balance

24

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

89

/ 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

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J. PATRICK AND MATTHEW J. DAVIS, PROFESSIONAL DENTAL CORPORATION.

Plan sponsor

Name

J. PATRICK AND MATTHEW J. DAVIS, PROFESSIONAL DENTAL CORPORATION

EIN

26-4129778

Address

477 N EL CAMINO REAL, SUITE B203 · ENCINITAS, CA · 92024

Phone

(760) 942-1131

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

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LOCKPORT ORTHODONTICS, P.C.

LOCKPORT ORTHODONTICS, P.C. 401(K) PROFIT SHARING PLAN

$5.6M · 7 participants

MATTHEW FIORENTINO DDS & ASSOCIATES

MATTHEW FIORENTINO DDS & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

$5.6M · 13 participants

ORTMAN & HOLCOMB, LLC

ORTMAN & HOLCOMB RETIREMENT PLAN & TRUST

$5.6M · 10 participants

DR. DAVID G. DICKERHOFF, DDS & ASSOCIATES, P.A.

SPRING LAKE DENTAL GROUP 401(K)/PROFIT SHARING PLAN

$5.6M · 19 participants

FRIEDMAN & GRATER, D.M.D., PC