Original filing (PDF)20251013122038NAL0001922656001

IRVING CHAO DDS, INC.

Name: IRVING CHAO DDS, INC. — IRVING CHAO DDS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: IRVING CHAO DDS, INC.

Form 5500-SF

FILING_RECEIVED

IRVING CHAO DDS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 IRVING CHAO DDS, INC..

Plan sponsor

Name

IRVING CHAO DDS, INC.

EIN

46-3857579

Address

1211 S. MAIN ST. · SALINAS, CA · 93901

Phone

(831) 540-4323

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

2025-10-13

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

M. JAMES DANIELS, D.M.D.

M. JAMES DANIELS, D.M.D. 401K PLAN

$3.1M · 8 participants

AZEEM K. LAKHA, DMD, PC

AZEEM K. LAKHA, DMD, PC 401(K) PROFIT SHARING PLA

$3.1M · 12 participants

CHILDRENS DENTAL FOUNDATION

CHILDRENS DENTAL HEALTH CLINIC 401(K) PLAN

$3.1M · 27 participants

ROBERT M. RYBICKI, D.D.S., P.C.

ROBERT M. RYBICKI, D.D.S., P.C. 401(K) PROFIT SHARING PLAN AND TRUST

$3.1M · 5 participants

JUSTIN D. PHILLIPS, D.D.S.

PHILLIPS FAMILY DENTAL CARE 401(K) PROFIT SHARING PLAN