Original filing (PDF)20250725123122NAL0006624865001

MARY M. OCONNOR, D.D.S., INC.

Name: MARY M. OCONNOR, D.D.S., INC. — MARY M. O'CONNOR, D.D.S., INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: MARY M. OCONNOR, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

MARY M. O'CONNOR, D.D.S., INC. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 MARY M. OCONNOR, D.D.S., INC..

Plan sponsor

Name

MARY M. OCONNOR, D.D.S., INC.

EIN

30-0137692

Address

420 SPRUCE ST STE A · SAN DIEGO, CA · 921035859

Phone

(619) 291-5291

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

MARY M. OCONNOR, D.D.S., INC.

EIN

30-0137692

City

SAN DIEGO, CA

Phone

(619) 291-5291

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LEGACY DENTAL, LLC

LEGACY DENTAL, LLC 401(K) PROFIT SHARING PLAN

$2.0M · 7 participants

IRENE C. TAN, D.D.S.

IRENE C. TAN, D.D.S. PROFIT SHARING 401K PLAN

$2.0M · 3 participants

HOWARD H. CARRICO III, DDS, LLC

HOWARD H. CARRICO III, DDS, LLC 401(K) PROFIT SHARING PLAN

$2.0M · 3 participants

ADVANCED SMILES DENTAL, P.A.

ADVANCED SMILES DENTAL 401(K)

$2.0M · 17 participants

BYRNE ORTHODONTICS, PLLC

BYRNE DEFINED BENEFIT CASH BALANCE PLAN & TRUST