Original filing (PDF)20250714200449NAL0003299666001

DAVID L BROTHERS

Name: DAVID L BROTHERS — DAVID L BROTHERS 401(K) PLAN, Form 5500 (2024)
Creator: DAVID L BROTHERS

Form 5500-SF

FILING_RECEIVED

DAVID L BROTHERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L BROTHERS.

Plan sponsor

Name

DAVID L BROTHERS

EIN

68-0482776all filings

Address

2222 EAST STREET SUITE 315 · CONCORD, CA · 94520

Phone

(925) 864-8948

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-07-14

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DREW BELL DDS PLLC

BELL DENTAL STUDIO 401(K) PLAN

$150K · 5 participants

RICHARD D. GENTILE, D.D.S.

RICHARD D. GENTILE, D.D.S. PROFIT SHARING PLAN

$150K · 2 participants

KRISHIVA SMILES LLC

KRISHIVA SMILES LLC 401K PLAN

$150K · 3 participants

TOMICKA JACKSON-GEORGE, DMD & ASSOCIATES, PA

TOMICKA JACKSON-GEORGE, DMD & ASSOCIATES, PA 401(K) PLAN & TRUST

$150K · 4 participants

NEW IMAGE DENTAL, LLC

NEW IMAGE DENTAL 401(K) & PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.