· 2022–2024 · DOL EFAST2

Aurina POH-Matacio, D.D.S., Inc. — Aurina POH-Mataci, Form 5500 (2024)

Original filing (PDF)20250708154502NAL0004845873001

Aurina POH-Matacio, D.D.S., Inc.

Form 5500-SF

FILING_RECEIVED

Aurina POH-Matacio, D.D.S., Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Aurina POH-Matacio, D.D.S., Inc.'s Aurina POH-Matacio, D.D.S., Inc. Profit Sharing 401(k) Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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

76

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AURINA POH-MATACIO, D.D.S., INC..

Plan sponsor

Name

AURINA POH-MATACIO, D.D.S., INC.

EIN

27-0622229all filings

Address

995 DOWDELL LANE · ST. HELENA, CA · 94574

Phone

(707) 963-4611

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-07-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

Mellas Orthodontics, PA

Mellas Orthodontics, PA 401(k) Profit Sharing Plan

$2.3M · 7 participants

32 Pearls PLLC 401(k) Plan Plan

$2.3M · 9 participants

The Center for Oral, Maxillofacial & Implant Surgery, Ltd.

The Center for Oral, Maxillofacial & Implant Surgery, Ltd. Profit Sharing Plan and Trust

$2.3M · 16 participants

Scott Distefano DDS, PLLC

Scott E. Distefano, DDS 401(k) Profit Sharing Plan

HOU & POON, D.D.S., Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.