Original filing (PDF)20230515212156NAL0000136849001

WENDY LIAO DDS INC

Name: WENDY LIAO DDS INC — WENDY LIAO DDS INC CASH BALANCE PLAN, Form 5500 (2022)
Creator: WENDY LIAO DDS INC

Form 5500-SF

FILING_RECEIVED

WENDY LIAO DDS INC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 WENDY LIAO DDS INC.

Plan sponsor

Name

WENDY LIAO DDS INC

EIN

47-1178755all filings

Address

2525 SANTA CLARA AVENUE · ALAMEDA, CA · 94501

Phone

(510) 865-1114

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-22

Filed

2023-05-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

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ENDODONTIC ASSOCIATES OF ILLINOIS, P.C.

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