Original filing (PDF)20250411084849NAL0045974098001

ALEXANDER LIM DDS INC & LAWRENCE WU DMD INC

Name: ALEXANDER LIM DDS INC & LAWRENCE WU DMD INC — EAST BAY 401(K) PLAN, Form 5500 (2024)
Creator: ALEXANDER LIM DDS INC & LAWRENCE WU DMD INC

Form 5500-SF

FILING_RECEIVED

EAST BAY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 ALEXANDER LIM DDS INC & LAWRENCE WU DMD INC.

Plan sponsor

Name

ALEXANDER LIM DDS INC & LAWRENCE WU DMD INC

EIN

33-1141051

Address

5171 LONE TREE WAY · ANTIOCH, CA · 945318689

Phone

(925) 755-0111

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

2025-04-11

Pension benefit codes

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CHRISTOPHER M. WILSON, DDS, PC

CHRISTOPHER M. WILSON, DDS, PC 401(K) RETIREMENT PLAN

$3.0M · 5 participants

VINCENT J. SCHAIBLE, DMD ERIN O'GRODNICK, DMD

VINCENT J. SCHAIBLE, DMD/ERIN O'GRODNICK, DMD SALARY SAVINGS PLAN

$3.0M · 13 participants

RIGO MARTIN, D.D.S.

RIGO MARTIN, DDS PROFIT SHARING 401K PLAN

$3.0M · 7 participants

BANKHEAD DDS ORTHODONTICS PC

BANKHEAD, DDS ORTHODONTICS PC 401(K) PS PLAN

$3.0M · 38 participants

E. BEN WARD, JR., DDS, PA