Original filing (PDF)20250617084052NAL0002634528001

JOSEPH MARVIZI, D.D.S., INC.

Name: JOSEPH MARVIZI, D.D.S., INC. — JOSEPH MARVIZI, D.D.S., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSEPH MARVIZI, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

JOSEPH MARVIZI, D.D.S., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 JOSEPH MARVIZI, D.D.S., INC..

Plan sponsor

Name

JOSEPH MARVIZI, D.D.S., INC.

EIN

33-0848530

Address

3720 GOSFORD ROAD SUITE C · BAKERSFIELD, CA · 93309

Phone

(310) 367-2243

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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