Original filing (PDF)20250304100505NAL0011717376001

JONATHAN HAYNIE DDS, INC.

Name: JONATHAN HAYNIE DDS, INC. — JONATHAN HAYNIE DDS, INC. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: JONATHAN HAYNIE DDS, INC.

Form 5500-SF

FILING_RECEIVED

JONATHAN HAYNIE DDS, INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN HAYNIE DDS, INC..

Plan sponsor

Name

JONATHAN HAYNIE DDS, INC.

EIN

47-1120814

Address

6616 MISSION GORGE RD. · SAN DIEGO, CA · 92120

Phone

(619) 280-7866

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

2025-03-04

Pension benefit codes

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

MICHAEL MCKENZIE JR., DDS, LLC

MIKE MCKENZIE JR., DDS, LLC 401(K) PROFIT SHARING PLAN

$495K · 9 participants

ROCK-MOLL DENTAL ASSOCIATES, PA

ROCK-MOLL DENTAL ASSOCIATES, PA 401K PLAN

$495K · 4 participants

MATTHEW T. WHITEHEAD, DDS

MATTHEW T. WHITEHEAD, DDS PROFIT SHARING 401K PLAN

$495K · 7 participants

DEVINE DENTAL, LLC

DEVINE DENTAL, LLC PROFIT SHARING PLAN

$495K · 4 participants

JARED T KENT DMD LLC

JARED T KENT DMD LLC 401(K) PLAN