Original filing (PDF)20250522180604NAL0004944048001

JOSE A. SANCHEZ, D.D.S., INC.

Name: JOSE A. SANCHEZ, D.D.S., INC. — JOSE A. SANCHEZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOSE A. SANCHEZ, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

JOSE A. SANCHEZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 JOSE A. SANCHEZ, D.D.S., INC..

Plan sponsor

Name

JOSE A. SANCHEZ, D.D.S., INC.

EIN

73-1719187

Address

5809 N. EVERGREEN CT. · VISALIA, CA · 93277

Phone

(559) 734-1121

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

2025-05-22

Pension benefit codes

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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