Original filing (PDF)20250407140200NAL0009337347001

WARREN R. MCWILLIAMS, D.D.S.

Name: WARREN R. MCWILLIAMS, D.D.S. — WARREN R. MCWILLIAMS, D.D.S. 401K/PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WARREN R. MCWILLIAMS, D.D.S.

Form 5500-SF

FILING_RECEIVED

WARREN R. MCWILLIAMS, D.D.S. 401K/PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 WARREN R. MCWILLIAMS, D.D.S..

Plan sponsor

Name

WARREN R. MCWILLIAMS, D.D.S.

EIN

68-0130654

Address

7567 PINERIDGE LANE · FAIR OAKS, CA · 956284859

Phone

(916) 768-3900

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

WARREN R. MCWILLIAMS, D.D.S.

EIN

68-0130654

City

FAIR OAKS, CA

Phone

(916) 768-3900

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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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