Original filing (PDF)20230131125144NAL0013072563001

PETER S. JOE, DDS, PC.

Name: PETER S. JOE, DDS, PC. — PETER S. JOE, DDS, PC & AFF COS 401K PROFIT SHARING PLAN, Form 5500 (2022)
Creator: PETER S. JOE, DDS, PC.

Form 5500-SF

FILING_RECEIVED

PETER S. JOE, DDS, PC & AFF COS 401K PROFIT SHARING 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 PETER S. JOE, DDS, PC..

Plan sponsor

Name

PETER S. JOE, DDS, PC.

EIN

27-1965951all filings

Address

1525 FAIR OAKS · SOUTH PASADENA, CA · 91030

Phone

(626) 403-6500

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-22

Filed

2023-01-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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