Original filing (PDF)20251006155443NAL0009493714001

JILL MARTENSON, D.D.S.

Name: JILL MARTENSON, D.D.S. — PIEDMONT DENTAL BY DESIGN CASH BALANCE PLAN, Form 5500 (2024)
Creator: JILL MARTENSON, D.D.S.

Form 5500-SF

FILING_RECEIVED

PIEDMONT DENTAL BY DESIGN CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$889K

Net assets (EOY)

$889K

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 JILL MARTENSON, D.D.S..

Plan sponsor

Name

JILL MARTENSON, D.D.S.

DBA

PIEDMONT DENTAL BY DESIGN

EIN

46-3888109all filings

Address

1331 GRAND AVE · PIEDMONT, CA · 946101019

Phone

(510) 652-2911

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

DR. MICHAEL GAMBILL, LLC

PEDIATRIC DENTISTRY OF SHREVEPORT-BOSSIER RETIREMENT PLAN & TRUST

$889K · 35 participants

GIAC DANG DMD INC.

GIAC DANG DMD INC. RETIREMENT PLAN

$889K · 16 participants

JOSHUA D. CARTER, DDS, PLLC NORTHGATE DENTAL

JOSHUA D. CARTER, DDS, PLLC 401(K) PLAN

$889K · 19 participants

MELVYN J. ROSEN, D.D.S., P.C.

MELVYN J. ROSEN, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$889K · 2 participants

WEST KELLER DENTAL, PLLC

WEST KELLER DENTAL 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.