Original filing (PDF)20250911181446NAL0001882994001

TRILLA R. CAJULIS, D.D.S., INC.

Name: TRILLA R. CAJULIS, D.D.S., INC. — TRILLA R. CAJULIS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: TRILLA R. CAJULIS, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

TRILLA R. CAJULIS, D.D.S., INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRILLA R. CAJULIS, D.D.S., INC..

Plan sponsor

Name

TRILLA R. CAJULIS, D.D.S., INC.

EIN

34-1977403

Address

890 EASTLAKE PARKWAY, SUITE 206 · CHULA VISTA, CA · 919144521

Phone

(619) 946-7477

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Offices of Dentists plans

ERIC J. LEPINE, D.M.D., P.C.

ERIC J LEPINE, DMD, PC 401(K) PROFIT SHARING PLAN

$4.0M · 7 participants

SCHWEITZER DENTAL SERVICES, LTD.

SCHWEITZER FAMILY DENTAL, LTD. 401 (K)/PROFIT SHARING PLAN & TRUST

$4.0M · 10 participants

PATRICIA LISTON-GANNON, D.D.S.

PATRICIA LISTON-GANNON, D.D.S. 401(K) PROFIT SHARING PLAN & TRUST

$4.0M · 3 participants

DREW A. SHULMAN, D.M.D., P.C.

DREW A. SHULMAN, D.M.D., P.C. PROFIT SHARING PLAN & TRUST

$4.0M · 7 participants

KIDS DENTAL CENTER, LLC