Original filing (PDF)20251010131852NAL0018078146001

TODD A. FRANKLIN, D.D.S., INC.

Name: TODD A. FRANKLIN, D.D.S., INC. — TODD A. FRANKLIN, D.D.S., INC. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: TODD A. FRANKLIN, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

TODD A. FRANKLIN, D.D.S., INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 TODD A. FRANKLIN, D.D.S., INC..

Plan sponsor

Name

TODD A. FRANKLIN, D.D.S., INC.

EIN

46-2944223

Address

1208 W TOKAY ST · LODI, CA · 952403810

Phone

(209) 334-4370

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

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

KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S.

KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S. PROFIT SHARING 401(K) PLAN

$2.8M · 2 participants

M & R DENTAL ASSOCIATES, LLC

M & R DENTAL ASSOCIATES LLC, KEOGH PLAN

$2.8M · 7 participants

JASON R. BOURNE, DDS, MS, PLLC

JASON R. BOURNE, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN

$2.8M · 11 participants

WALLIS DENTAL CORPORATION

KENNETH G. WALLIS, D.D.S. 401(K) PROFIT SHARING PLAN

$2.8M · 1 participants

TOD H WAKAMATSU, DDS, INC.