Original filing (PDF)20240220113533NAL0000468659001

HOU & POON, D.D.S., INC.

Name: HOU & POON, D.D.S., INC. — HOU & POON, D.D.S., INC. 401K PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HOU & POON, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

HOU & POON, D.D.S., INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 HOU & POON, D.D.S., INC..

Plan sponsor

Name

HOU & POON, D.D.S., INC.

EIN

33-0844981

Address

511 EAST FIRST STREET, SUITE C · TUSTIN, CA · 92780

Phone

(909) 591-0241

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

2024-02-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total 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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