Original filing (PDF)20250701123412NAL0012136721001

JAMES J. FORNI D.D.S. A DENTAL CORPORATION

Name: JAMES J. FORNI D.D.S. A DENTAL CORPORATION — JAMES J. FORNI D.D.S. A DENTAL CORPORATION CASH BALANCE DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: JAMES J. FORNI D.D.S. A DENTAL CORPORATION

Form 5500-SF

FILING_RECEIVED

JAMES J. FORNI D.D.S. A DENTAL CORPORATION CASH BALANCE DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES J. FORNI D.D.S. A DENTAL CORPORATION.

Plan sponsor

Name

JAMES J. FORNI D.D.S. A DENTAL CORPORATION

EIN

46-2207167

Address

4655 HOEN AVENUE #5 · SANTA ROSA, CA · 95405

Phone

(707) 544-2696

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator