· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NAGIB BAHRI, D.D.S., A PROFESSIONAL DENTAL CORPORATION — SARBA 401(K) PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241014142933NAL0013452867001
NAGIB BAHRI, D.D.S., A PROFESSIONAL DENTAL CORPORATION
Form 5500-SF
FILING_RECEIVED
SARBA 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 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
NAGIB BAHRI, D.D.S., A PROFESSIONAL DENTAL CORPORATION
.
Find decision makers
Plan sponsor
Name
NAGIB BAHRI, D.D.S., A PROFESSIONAL DENTAL CORPORATION
EIN
33-0880685
Address
168 EUCLID AVENUE · UPLAND, CA · 91786
Phone
(909) 982-8893
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2024-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
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
ROBERT HERZOG, D.D.S AND PATRICIA PRIMOMO, D.D.S PLLC
DENTAL WELLNESS OF ALBANY 401(K) PLAN
$1.7M · 9 participants
ZANDER DENTISTRY, PLLC ACTING AS CROSSVILLE SMILES
ZANDER DENTISTRY, PLCC ACTING AS CROSSVILLE SMILES 401(K) PROFIT SHARING PLAN
$1.7M · 18 participants
KARYN M HALPERN DMD PC
KARYN M HALPERN DMD PC 401 K PROFIT SHARING PLAN TRUST
$1.7M · 4 participants
JUSTIN W. FERGUSON, DDS, PC
JUSTIN W. FERGUSON, DDS, PC 401(K) PLAN
$1.7M · 7 participants
DEREK R. DAMON, D.D.S., P.S.
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
DEREK R. DAMON, D.D.S., P.S. 401(K) PROFIT SHARING PLAN
$1.7M · 12 participants
OMAR PORRAS, DMD, MS, LLC
OMAR PORRAS, DMD, MS, LLC 401(K) PLAN
$1.7M · 7 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
