Original filing (PDF)20240813103617NAL0017801152001

JOSEPH FIELD, DDS

Name: JOSEPH FIELD, DDS — JOSEPH FIELD, DDS 401K PLAN, Form 5500 (2023)
Creator: JOSEPH FIELD, DDS

Form 5500-SF

FILING_RECEIVED

JOSEPH FIELD, DDS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JOSEPH FIELD, DDS

EIN

27-1584624

Address

99 3RD STREET · LOS ALTOS, CA · 94022

Phone

(650) 948-5524

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-13

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

WINDHORSE COUNSELING, LLC

WINDHORSE COUNSELING, LLC 401(K) PROFIT SHARING PLAN

BALANCED PSYCH CORP

ASPEN VALLEY COUNSELING

ASPEN VALLEY COUNSELING 401(K) PLAN

CAROLINA MOUNTAIN PSYCHIATRY, P.A.

CAROLINA MOUNTAIN PSYCHIATRY, P.A. PS PLAN

LAWRENCE G. ROOT, M.D., P.A.

LAWRENCE G. ROOT, M.D., P.A. PROFIT SHARING PLAN AND TRUST