Original filing (PDF)20250320173105NAL0003666835001

RANDY D. CARLSON, DMD, A DENTAL CORPORATION AND ALEXANDER STANTON DDS

Name: RANDY D. CARLSON, DMD, A DENTAL CORPORATION AND ALEXANDER STANTON DDS — RANDY D. CARLSON DMD & ALEXANDER STANTON DDS 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: RANDY D. CARLSON, DMD, A DENTAL CORPORATION AND ALEXANDER STANTON DDS

Form 5500-SF

FILING_RECEIVED

RANDY D. CARLSON DMD & ALEXANDER STANTON DDS 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 RANDY D. CARLSON, DMD, A DENTAL CORPORATION AND ALEXANDER STANTON DDS.

Plan sponsor

Name

RANDY D. CARLSON, DMD, A DENTAL CORPORATION AND ALEXANDER STANTON DDS

EIN

27-4605948

Address

5256 S MISSION RD., STE 1101 · BONSALL, CA · 92003

Phone

(760) 630-5500

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

2025-03-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3B · Covers self-employed individuals

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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