Original filing (PDF)20251111093615NAL0006336291001

STEPHEN G. ALFANO DDS, INC.

Name: STEPHEN G. ALFANO DDS, INC. — BALBOA ISLAND DENTISTRY 401(K) PLAN, Form 5500 (2024)
Creator: STEPHEN G. ALFANO DDS, INC.

Form 5500-SF

FILING_RECEIVED

BALBOA ISLAND DENTISTRY 401(K) PLAN

401(k) retirement 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 STEPHEN G. ALFANO DDS, INC..

Plan sponsor

Name

STEPHEN G. ALFANO DDS, INC.

EIN

47-5084939

Address

217 A MARINE AVE. · NEWPORT BEACH, CA · 92662

Phone

(949) 673-7820

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

2025-01-01

Tax period

2025-10-31

Filed

2025-11-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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