How big is Walnut Creek Dentists' plan?

Walnut Creek Dentists' plan reported $1.6M in assets and 15 participants for 2024.

Original filing (PDF)20250930113612NAL0014816048001

Walnut Creek Dentists

Name: Walnut Creek Dentists — Walnut Creek Dentists, Form 5500 (2024)
Creator: Walnut Creek Dentists
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Walnut Creek Dentists Retirement Plan

401(k) retirement plan · Walnut Creek Dentists' Walnut Creek Dentists Retirement Plan held $1.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Jonathan Geleris signed Walnut Creek Dentists' 2024 Form 5500 as plan administrator.

Jonathan Geleris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Walnut Creek Dentists' EIN is 68-0473693.

EIN 68-0473693

Plan number 001

Plan year 2024

ACK ID 20250930113612NAL0014816048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Walnut Creek Dentists from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Walnut Creek Dentists' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WALNUT CREEK DENTISTS.

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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