How big is Newbury Smiles' plan?

Newbury Smiles' plan reported $775K in assets and 5 participants for 2024.

Original filing (PDF)20250529151157NAL0007454961001

Newbury Smiles

Name: Newbury Smiles — Newbury Smiles 401(k) Plan, Form 5500 (2024)
Creator: Newbury Smiles
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newbury Smiles 401(k) Plan

401(k) retirement plan · Newbury Smiles' Newbury Smiles 401(k) Plan held $775K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

People on this filing

Sam Saadat signed Newbury Smiles' 2024 Form 5500 as plan administrator.

Sam Saadat — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newbury Smiles' EIN is 27-0762532.

EIN 27-0762532

Plan number 001

Plan year 2024

ACK ID 20250529151157NAL0007454961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newbury Smiles from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newbury Smiles' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWBURY SMILES.

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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 average account balance (96th percentile).

Plan sponsor

Name

NEWBURY SMILES

EIN

all filings

Address

3327 WEST KIMBER DRIVE · NEWBURY PARK, CA · 91320

Phone

(805) 499-3691

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

2025-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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