Original filing (PDF)20250821185719NAL0002240227001

DIANE J. MILBERG, D.D.S.

Name: DIANE J. MILBERG, D.D.S. — DIANE J. MILBERG, D.D.S. 401-K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DIANE J. MILBERG, D.D.S.

Form 5500-SF

FILING_RECEIVED

DIANE J. MILBERG, D.D.S. 401-K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 DIANE J. MILBERG, D.D.S..

Plan sponsor

Name

DIANE J. MILBERG, D.D.S.

EIN

33-0516107

Address

306 WALNUT AVENUE, SUITE 33 · SAN DIEGO, CA · 921034936

Phone

(619) 299-3560

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

2025-08-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

RUSSELL J. TIBBETTS, D.D.S., P.A.

RUSSELL J. TIBBETTS, D.D.S., P.A. RETIREMENT PLAN

$5.4M · 10 participants

CALVIN S. KIM, DMD, INC.

CALVIN S. KIM, DMD RETIREMENT PLAN

$5.4M · 6 participants

SHOALS ORTHODONTICS, P.C.

SHOALS ORTHODONTICS, P.C. 401(K) PLAN

$5.4M · 19 participants

ROBERT WYNN, LLC

PEORIA DENTAL CARE 401(K) PLAN

$5.4M · 15 participants

ENDODONTIC ASSOCIATES OF GAINESVILLE, PA

ENDODONTIC ASSOCIATES OF GAINESVILLE, P.A. PROFIT SHARING PLAN AND TRUST