Original filing (PDF)20250925125326NAL0019468914001

JOSEPH W ROBB DDS INC A DENTAL CORP

Name: JOSEPH W ROBB DDS INC A DENTAL CORP — JOSEPH W. ROBB, DDS, INC. A DENTAL CORP PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JOSEPH W ROBB DDS INC A DENTAL CORP

Form 5500-SF

FILING_RECEIVED

JOSEPH W. ROBB, DDS, INC. A DENTAL CORP PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 JOSEPH W ROBB DDS INC A DENTAL CORP.

Plan sponsor

Name

JOSEPH W ROBB DDS INC A DENTAL CORP

EIN

45-4505175

Address

56 PENNY LANE SUITE A · WATSONVILLE, CA · 95076

Phone

(949) 640-1333

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

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

RICHARD S. BAUM, DMD PROFIT SHARING PLAN

$2.3M · 9 participants

ANDREW C. PALMER DENTISTRY, LLC

ANDREW C. PALMER DENTISTRY LLC 401(K) PROFIT SHARING PLAN

$2.3M · 21 participants

BA & WE TRUMMER, DDS LLC

BA & WE TRUMMER, D.D.S., LLC 401(K) PLAN

$2.3M · 7 participants

JEFFREY H. WORLEY, DMD, INC.

JEFFREY H. WORLEY, DMD, INC. 401(K) PROFIT SHARING PLAN

$2.3M · 7 participants

H.E. & T.A. RECHTIN, DDS, PC