DONALD S. CLEM, III, D.D.S., INC. — DONALD S. CLEM III, D.D.S., INC. 401(K) PROFIT SHARING AND HEALTH/DISABILITY PLAN, Form 5500 (2023) | Form 5500 Search
DONALD S. CLEM III, D.D.S., INC. 401(K) PROFIT SHARING AND HEALTH/DISABILITY PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score
91
/ 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 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
70
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALD S. CLEM, III, D.D.S., INC..
Plan sponsor
Name
DONALD S. CLEM, III, D.D.S., INC.
EIN
33-0204153
Address
130 LAGUNA ROAD · SUITE B · FULLERTON, CA · 92635
Phone
(714) 441-0436
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
2024-06-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
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.
