Original filing (PDF)20250217111613NAL0001162291001

WEST VIEW ENDODONTICS, INC.

Name: WEST VIEW ENDODONTICS, INC. — WEST VIEW ENDODONTICS, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WEST VIEW ENDODONTICS, INC.

Form 5500-SF

FILING_RECEIVED

WEST VIEW ENDODONTICS, INC. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 WEST VIEW ENDODONTICS, INC..

Plan sponsor

Name

WEST VIEW ENDODONTICS, INC.

EIN

33-0950391

Address

12777 VALLEY VIEW, SUITE 252 · GARDEN GROVE, CA · 92845

Phone

(714) 799-2888

Industry

Offices of Physicians· 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

2025-02-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

OKLAHOMA SURGICAL GROUP PLLC

OKLAHOMA SURGICAL GROUP, PLLC PROFIT SHARING PLAN

$3.2M · 4 participants

LYONS, EDWARD P. M.D., INC. P.M.C.

EDWARD P. LYONS, MD, INC. PMC RETIREMENT PLAN

$3.2M · 2 participants

MIAMI ARRHYTHMIA CENTER, INC.

MIAMI ARRHYTHMIA CENTER, INC. PENSION PLAN

$3.2M · 1 participants

ST. GEORGE OBGYN, LLC

ST. GEORGE OBGYN, LLC RETIREMENT PLAN

$3.2M · 17 participants

VALLEY INDUSTRIAL & FAMILY MEDICAL GROUP, INC.

VALLEY INDUSTRIAL & FAMILY MEDICAL GROUP, INC. RETIREMENT PLAN