Original filing (PDF)20250220184227NAL0005383425001

CASEY PATTERSON DDS INC.

Name: CASEY PATTERSON DDS INC. — CASEY PATTERSON DDS INC. 401(K) PLAN, Form 5500 (2024)
Creator: CASEY PATTERSON DDS INC.

Form 5500-SF

FILING_RECEIVED

CASEY PATTERSON DDS INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

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 CASEY PATTERSON DDS INC..

Plan sponsor

Name

CASEY PATTERSON DDS INC.

EIN

47-5133552all filings

Address

2720 COCHRAN STREET · SUITE 2-B · SIMI VALLEY, CA · 93065

Phone

(805) 584-1194

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

2025-02-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CARDILLO FAMILY DENTAL, PLLC

CARDILLO FAMILY DENTAL 401K

$332K · 8 participants

POWDERSVILLE ORTHODONTICS, PC

POWDERSVILLE ORTHODONTICS RETIREMENT PLAN

$332K · 12 participants

COTTONWOOD DENTAL CARE PA

COTTONWOOD DENTAL CARE PA 401(K) AND PROFIT SHARING PLAN

$332K · 9 participants

VICTOR V. TRAN, D.D.S., INC.

VICTOR V. TRAN, D.D.S., INC. 401(K) PLAN & TRUST

$332K · 6 participants

ENDODONTIC SPECIALISTS

ENDODONTIC SPECIALISTS CASH BALANCE PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.