Original filing (PDF)20250909180248NAL0012741859001

CHARLES SU DENTAL OFFICE

Name: CHARLES SU DENTAL OFFICE — CHARLES SU DENTAL OFFICE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHARLES SU DENTAL OFFICE

Form 5500-SF

FILING_RECEIVED

CHARLES SU DENTAL OFFICE PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 CHARLES SU DENTAL OFFICE.

Plan sponsor

Name

CHARLES SU DENTAL OFFICE

EIN

68-0370783

Address

7275 E SOUTHGATE DRIVE SUITE 205 · SACRAMENTO, CA · 958230000

Phone

(916) 399-1318

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

2025-09-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

CONSTANTINE PAVLAKOS, D.D.S.

CONSTANTINE PAVLAKOS, D.D.S. PROFIT SHARING PLAN

$3.6M · 5 participants

DE PERE FAMILY DENTISTRY LLC

DE PERE FAMILY DENTISTRY LLC PROFIT SHARING PLAN

$3.6M · 8 participants

JEFFRY P. GARDNER, D.D.S., L.L.C.

JEFFRY P. GARDNER, D.D.S., L.L.C. 401(K) PROFIT SHARING PLAN

$3.6M · 6 participants

WEST SEATTLE ENDODONTICS LLC

WEST SEATTLE ENDODONTICS LLC RETIREMENT SAVINGS PLAN

$3.6M · 5 participants

MARK G. WOMACK, D.D.S., INC.