Original filing (PDF)20251010103838NAL0012860512001

JAMES A. FORESTER, D.D.S., INC.

Name: JAMES A. FORESTER, D.D.S., INC. — COASTAL PEDIATRIC DENTISTRY PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: JAMES A. FORESTER, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

COASTAL PEDIATRIC DENTISTRY PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 JAMES A. FORESTER, D.D.S., INC..

Plan sponsor

Name

JAMES A. FORESTER, D.D.S., INC.

EIN

45-4838501

Address

620 CALIFORNIA BOULEVARD, SUITE G · SAN LUIS OBISPO, CA · 93401

Phone

(805) 592-2020

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

2025-10-10

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DAVID R RUSSELL DMD PC

DAVID R. RUSSELL DMD PC 401(K) PROFIT SHARING PLAN

$1.2M · 16 participants

CINDY TRAN, DDS, INC.

CINDY TRAN, DDS., INC. PENSION PLAN

$1.2M · 5 participants

PETER T. ANDOLINO, DMD, PC

PETER T. ANDOLINO, DMD, PC PROFIT SHARING PLAN

$1.2M · 19 participants

MANSON & MANSON, DDS, PS

MANSON & MANSON, DDS, PS 401K PLAN

$1.2M · 16 participants

ADEL KHALIL, DDS, MD, PC DBA BAY

BAYSIDE ORAL SURGERY 401(K) PLAN