Original filing (PDF)20251015141435NAL0009663490001

KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S.

Name: KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S. — KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S.

Form 5500-SF

FILING_RECEIVED

KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S..

Plan sponsor

Name

KAREN T. FONG, D.D.S. & CHRIS S. MATSUNAGA, D.D.S.

EIN

68-0370016

Address

1844 SAN MIGUEL DR · SUITE 315 · WALNUT CREEK, CA · 94596

Phone

(925) 934-1777

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator