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LINNEA WESTERBERG DDS — LINNEA WESTERBERG DDS 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251014122132NAL0003916624001
LINNEA WESTERBERG DDS
Form 5500-SF
FILING_RECEIVED
LINNEA WESTERBERG DDS 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LINNEA WESTERBERG DDS
.
Find decision makers
Plan sponsor
Name
LINNEA WESTERBERG DDS
EIN
68-0373438
Address
990 SONOMA AVE · SUITE 16 · SANTA ROSA, CA · 95404
Phone
(707) 595-1148
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
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
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RIICHIRO SATO, DMD, PHD, INC. DBA HONOLULU DENTAL CLINIC
HONOLULU DENTAL CLINIC DEFINED BENEFIT PLAN
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FREDERICK A. WILLIAMS, DMD, PA
ATLANTIC DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN
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ARCADIA DENTAL ARTS LLC
ARCADIA DENTAL ARTS RETIREMENT PLAN AND TRUST
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HICKMAN ORTHODONTICS LTD
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HICKMAN ORTHODONTICS LTD 401(K) PROFIT SHARING PLAN AND TRUST
$1.4M · 19 participants
BOULDER ENDODONTICS, PLLC
BOULDER ENDODONTICS, P.C. 401(K) PLAN
$1.4M · 6 participants
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