How big is JEFF Kwong, D.D.S., M.S.D.'s plan?

JEFF Kwong, D.D.S., M.S.D.'s plan reported $795K in assets and 12 participants for 2024.

Original filing (PDF)20251003174621NAL0001000563001

JEFF Kwong, D.D.S., M.S.D.

Name: JEFF Kwong, D.D.S., M.S.D. — JEFF Kwong, D.D.S., Form 5500 (2024)
Creator: JEFF Kwong, D.D.S., M.S.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF Kwong, D.D.S., M.S.D. Profit Sharing Plan

Defined-contribution retirement plan · JEFF Kwong, D.D.S., M.S.D.'s JEFF Kwong, D.D.S., M.S.D. Profit Sharing Plan held $795K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$795K

Net assets (EOY)

$795K

Plan identifiers

JEFF Kwong, D.D.S., M.S.D.'s EIN is 27-2933230.

EIN 27-2933230

Plan number 002

Plan year 2024

ACK ID 20251003174621NAL0001000563001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF Kwong, D.D.S., M.S.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF Kwong, D.D.S., M.S.D.'s plan includes profit-sharing.

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JEFF KWONG, D.D.S., M.S.D.

EIN

all filings

Address

189 NORTH BASCOM AVE, SUITE 200 · SAN JOSE, CA · 95128

Phone

(408) 286-6330

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator