Original filing (PDF)20250402174120NAL0005115075001

CHARLES NEWENS DDS INC.

Name: CHARLES NEWENS DDS INC. — CHARLES NEWENS DDS INC. 401K PLAN, Form 5500 (2024)
Creator: CHARLES NEWENS DDS INC.

Form 5500-SF

FILING_RECEIVED

CHARLES NEWENS DDS INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$82K

Net assets (EOY)

$82K

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.

Decision-maker contacts

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

Plan sponsor

Name

CHARLES NEWENS DDS INC.

EIN

27-4345777all filings

Address

3609 MISSION AVE · SUITE E · CARMICHAEL, CA · 95608

Phone

(916) 799-3155

Industry

Offices of Dentists· Health Care & Social Assistancesee all

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

2025-04-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

GP DENTISTRY FAIRFIELD LLC

GP DENTISTRY FAIRFIELD LLC 401K PLAN

$82K · 7 participants

JADE F. FONTENOT, DDS, LLC

JADE F. FONTENOT, DDS, LLC 401(K) PROFIT SHARING PLAN

$82K · 2 participants

CHRIS CORSA DMD PC 401(K) PROFIT SHARING PLAN

$82K · 7 participants

MICHAEL COTE, D.D.S., P.C

MICHAEL COTE, D.D.S., P.C. 401(K) PLAN

$82K · 5 participants

MICHAEL OBRIEN DDS INC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.