Original filing (PDF)20251009082519NAL0015530562001

NAVTEJ S TATLA DDS INC

Name: NAVTEJ S TATLA DDS INC — NAVTEJ S TATLA DDS INC RETIREMENT PLAN, Form 5500 (2024)
Creator: NAVTEJ S TATLA DDS INC

Form 5500-SF

FILING_RECEIVED

NAVTEJ S TATLA DDS INC RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 NAVTEJ S TATLA DDS INC.

Plan sponsor

Name

NAVTEJ S TATLA DDS INC

EIN

27-1578632

Address

1046-D MANGROVE AVE · CHICO, CA · 95926

Phone

(530) 891-1674

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

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

1E · Section 401(h) 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

DR. JULIE L. HENDRICKS, DDS, PC

DR. JULIE L. HENDRICKS, DDS, PC 401(K) PLAN

$1.8M · 7 participants

PADDISON DENTAL GROUP

PADDISON DENTAL GROUP PROFIT SHARING PLAN

$1.8M · 12 participants

CHERYL A. SIEGEL, DDS, P.A.

CHERYL A. SIEGEL DDS, P.A. PROFIT SHARING PLAN

$1.8M · 3 participants

STEVEN R. DOTTER, D.M.D., P.C.

STEVEN R. DOTTER, D.M.D., P.C. CASH BALANCE PLAN

$1.8M · 3 participants

MICHAEL LEACH, DDS

MICHAEL LEACH, DDS 401K PROFIT SHARING PLAN