Original filing (PDF)20240205153550NAL0018741891001

JEFFREY M. JAVELET, D.D.S, A P.D.C

Name: JEFFREY M. JAVELET, D.D.S, A P.D.C — JEFFREY M. JAVELET, DDS, A P.D.C PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JEFFREY M. JAVELET, D.D.S, A P.D.C

Form 5500-SF

FILING_RECEIVED

JEFFREY M. JAVELET, DDS, A P.D.C PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 JEFFREY M. JAVELET, D.D.S, A P.D.C.

Plan sponsor

Name

JEFFREY M. JAVELET, D.D.S, A P.D.C

EIN

33-0057053

Address

15972 AVENIDA CALMA · RANCHO SANTA FE, CA · 92091

Phone

(858) 454-0366

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-05

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

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