· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOSEPH K. HONG, D.D.S. & SUSAN LEE-HONG, D.D.S., A.P.C. — JOSEPH K. HONG, D.D.S. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250424120517NAL0004658899001
JOSEPH K. HONG, D.D.S. & SUSAN LEE-HONG, D.D.S., A.P.C.
Form 5500-SF
FILING_RECEIVED
JOSEPH K. HONG, D.D.S. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
1
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOSEPH K. HONG, D.D.S. & SUSAN LEE-HONG, D.D.S., A.P.C.
.
Find decision makers
Plan sponsor
Name
JOSEPH K. HONG, D.D.S. & SUSAN LEE-HONG, D.D.S., A.P.C.
EIN
33-0629613
Address
16264 VICTOR STREET · VICTORVILLE, CA · 92395
Phone
(760) 243-7678
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-04-24
Pension benefit codes
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2A · Age/service weighted or new comparability
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
HERMON FAMILY DENTAL
HERMON FAMILY DENTAL 401(K) PLAN
$1.3M · 14 participants
KIMBERLY R. WRIGHT, DMD, PC
ADVANCE DENTAL ARTS CENTER 401(K) PLAN
$1.3M · 7 participants
PATRICK C. LEE, D.D.S. M.S., INC.
PATRICK C. LEE, D.D.S. M.S., INC. 401(K) PROFIT SHARING PLAN
$1.3M · 4 participants
CATHERINE JOHNSON MINCY DDS PA
CATHERINE JOHNSON MINCY DDS PA SAFE HARBOR 401(K) PLAN
$1.3M · 11 participants
JOSEPH R. CARPENTIERI, DDS, PLLC
DR. JOSEPH CARPENTIERI, DDS, 401(K) PLAN
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.3M · 12 participants
TIMBERLAKE SHAW PLLC
TIMBERLAKE SHAW PLLC 401(K) PROFIT SHARING PLAN
$1.3M · 8 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B