Original filing (PDF)20240624120454NAL0008742112001

JORDAN C. LUNA, DDS, PLLC

Name: JORDAN C. LUNA, DDS, PLLC — JORDAN C. LUNA, DDS, PLLC 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: JORDAN C. LUNA, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

JORDAN C. LUNA, DDS, PLLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$428K

Net assets (EOY)

$428K

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 JORDAN C. LUNA, DDS, PLLC.

Plan sponsor

Name

JORDAN C. LUNA, DDS, PLLC

EIN

47-3305583all filings

Address

480 US HIGHWAY 80 · STE. #100 · SUNNYVALE, TX · 75182

Phone

(972) 996-3191

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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