Original filing (PDF)20250813175530NAL0008379395001

BRIAN B. BLATTER, D.D.S.

Name: BRIAN B. BLATTER, D.D.S. — BRIAN B. BLATTER, D.D.S. CASH BALANCE PLAN, Form 5500 (2024)
Creator: BRIAN B. BLATTER, D.D.S.

Form 5500-SF

FILING_RECEIVED

BRIAN B. BLATTER, D.D.S. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 BRIAN B. BLATTER, D.D.S..

Plan sponsor

Name

BRIAN B. BLATTER, D.D.S.

EIN

68-0352233

Address

2189 EAST STREET · CONCORD, CA · 945202011

Phone

(925) 685-3175

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

LORINE G. YEE-SHINSKY, D.D.S.

LORINE G. YEE-SHINSKY, D.D.S. 401 (K) PROFIT SHARING PLAN

$2.6M · 7 participants

CARSON BROWN II, DDS, LLC

CARSON BROWN II, DDS, 401(K) PLAN

$2.6M · 8 participants

DALLAS ESTHETICS, PLLC

DALLAS ESTHETICS, PLLC 401(K) PLAN

$2.6M · 7 participants

ANGELA BECKER ORTHODONTICS, P.C.

ANGELA BECKER ORTHODONTICS, P.C. EMPLOYEES' PROFIT SHARING PLAN & TRUST

$2.6M · 13 participants

BREITBACH FAMILY DENTISTRY, P.A.

BREITBACH FAMILY DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN