Original filing (PDF)20250417190710NAL0001807313001

FERNANDO H. JACOBS, D.D.S., INC.

Name: FERNANDO H. JACOBS, D.D.S., INC. — FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FERNANDO H. JACOBS, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

FERNANDO H. JACOBS, D.D.S., INC. 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 FERNANDO H. JACOBS, D.D.S., INC..

Plan sponsor

Name

FERNANDO H. JACOBS, D.D.S., INC.

EIN

33-0656842

Address

3777 TIBBETTS STREET · RIVERSIDE, CA · 92506

Phone

(951) 683-0880

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

2025-04-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

COLUMBUS AESTHETIC & FAMILY DENTISTRY

COLUMBUS AESTHETIC & FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

$2.1M · 9 participants

STACY PAUL STE. MARIE, DDS

STACY PAUL STE. MARIE DDS CASH BALANCE PLAN

$2.1M · 20 participants

SUSAN E. VICKERS, D.M.D., P.A.

SEASIDE SMILES DEFINED BENEFIT PENSION PLAN & TRUST

$2.1M · 15 participants

LISA M. FELDMAN, D.M.D., P.A.

LISA M. FELDMAN, D.M.D., P.A. RETIREMENT PLAN & TRUST

$2.1M · 4 participants

MURRELL S TULL JR DDS PC