Original filing (PDF)20250221191848NAL0010771632001

KENNY T. TRAN DDS INC

Name: KENNY T. TRAN DDS INC — KENNY T. TRAN DDS INC 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: KENNY T. TRAN DDS INC

Form 5500-SF

FILING_RECEIVED

KENNY T. TRAN DDS INC 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 KENNY T. TRAN DDS INC.

Plan sponsor

Name

KENNY T. TRAN DDS INC

EIN

45-4918599

Address

15525 POMERADO ROAD, SUITE A7 · POWAY, CA · 92064

Phone

(858) 603-0529

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

2025-02-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

BOYD SIMKINS DDS, PC

RETIREMENT INCOME SECURITY PLAN-CASTLE CREEK PEDIATRIC DENTISTRY

$1.4M · 13 participants

GARY SILVA, D.D.S.

GARY SILVA, D.D.S. 401(K)

$1.4M · 3 participants

CYNTHIA A. LIEBELT, D.D.S. P.C.

CYNTHIA A. LIEBELT, D.D.S. P.C. 401(K) RETIREMENT PLAN

$1.4M · 9 participants

STURBRIDGE ORTHODONTICS, PC

STURBRIDGE ORTHODONTICS, PC CASH BALANCE PLAN

$1.4M · 7 participants

WATERMARK DENTAL LLC

WATERMARK DENTAL, LLC CASH BALANCE PLAN