Original filing (PDF)20251008135429NAL0005946129001

STEVEN L. SHUFF, D.D.S. A P.C.

Name: STEVEN L. SHUFF, D.D.S. A P.C. — STEVEN L. SHUFF, DDS 401(K) PLAN, Form 5500 (2024)
Creator: STEVEN L. SHUFF, D.D.S. A P.C.

Form 5500-SF

FILING_RECEIVED

STEVEN L. SHUFF, DDS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 STEVEN L. SHUFF, D.D.S. A P.C..

Plan sponsor

Name

STEVEN L. SHUFF, D.D.S. A P.C.

EIN

56-2284603

Address

2021 YGNACIO VALLEY ROAD, STE B1 · WALNUT CREEK, CA · 94598

Phone

(925) 939-9882

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

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

Related plans

Similar-size Offices of Dentists plans

MATTHEW M. TURCHI, DDS, PC

MATTHEW M. TURCHI, DDS, PC 401(K) PLAN

$1.2M · 4 participants

DAVID J PRINGLE DMD PLLC

DAVID J PRINGLE DMD PLLC 401(K) PLAN

$1.2M · 12 participants

CAIN ORTHODONTICS, P.A.

CAIN ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN

$1.2M · 8 participants

RASTOGI & MAXWELL PLLC

RASTOGI & MAXWELL PLLC 401(K) PLAN

$1.2M · 15 participants

PADBURY PERIODONTICS & IMPLANT DENTISTRY PC

PADBURY PERIODONTICS & IMPLANT DENTISTRY P. C. 401(K) PROFIT SHARING PLAN