Original filing (PDF)20240611182504NAL0015426659001

DAVID ANSON, D.D.S.

Name: DAVID ANSON, D.D.S. — DAVID ANSON, D.D.S. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DAVID ANSON, D.D.S.

Form 5500-SF

FILING_RECEIVED

DAVID ANSON, D.D.S. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DAVID ANSON, D.D.S..

Plan sponsor

Name

DAVID ANSON, D.D.S.

EIN

47-2756738

Address

8500 WILSHIRE BLVD #800 · BEVERLY HILLS, CA · 902113121

Phone

(310) 657-0999

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-11

Pension benefit codes

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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