Original filing (PDF)20250820162010NAL0003407985001

MAUNG PATEL OMS PARTNERSHIP

Name: MAUNG PATEL OMS PARTNERSHIP — MAUNG PATEL OMS PARTNERSHIP PENSION PLAN, Form 5500 (2024)
Creator: MAUNG PATEL OMS PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

MAUNG PATEL OMS PARTNERSHIP PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$922K

Net assets (EOY)

$922K

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAUNG PATEL OMS PARTNERSHIP.

Plan sponsor

Name

MAUNG PATEL OMS PARTNERSHIP

EIN

32-0580927

Address

4545 MATTOS DRIVE · FREMONT, CA · 94536

Phone

(510) 792-9405

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-20

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

GUSTAFSON FAMILY DENTISTRY, P.A.

GUSTAFSON FAMILY DENTISTRY 401(K) PLAN

$922K · 9 participants

J. BRENT MCFARLAND, DMD, P.A.

J. BRENT MCFARLAND, DMD, P.A. 401(K) PROFIT SHARING PLAN

$922K · 12 participants

DR. HUGHS DENTAL PC

DR. HUGH'S DENTAL 401(K) PLAN

$922K · 9 participants

WILLIAM E. POOLE DDS PC

WILLIAM E. POOLE DDS PC 401(K) PLAN

$922K · 17 participants

MICHAEL HIERSCHE, D.D.S., INC.

CHICO DENTAL DESIGN STUDIO RETIREMENT PLAN & TRUST