JERRY L. WANG, D.D.S., M.D., INC. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
5
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score
100
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JERRY L. WANG, D.D.S., M.D., INC..
Plan sponsor
Name
JERRY L. WANG, D.D.S., M.D., INC.
EIN
35-2184069
Address
1475 CEDARWOOD LANE · PLEASANTON, CA · 95466
Phone
(925) 426-1600
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
2025-04-09
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
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.
