Original filing (PDF)20250717133200NAL0000375249001

JAMES KIM DDS

Name: JAMES KIM DDS — JAMES KIM DDS 401(K) PLAN, Form 5500 (2024)
Creator: JAMES KIM DDS

Form 5500-SF

FILING_RECEIVED

JAMES KIM DDS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 JAMES KIM DDS.

Plan sponsor

Name

JAMES KIM DDS

EIN

74-2900395

Address

12129 NORTH FM 620SUITE 300 · AUSTIN, TX · 78750

Phone

(512) 249-9147

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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