Original filing (PDF)20250731122359NAL0008484496001

DR. DAVID VILLARREAL

Name: DR. DAVID VILLARREAL — DR. DAVID VILLARREAL 401(K) PLAN, Form 5500 (2024)
Creator: DR. DAVID VILLARREAL

Form 5500-SF

FILING_RECEIVED

DR. DAVID VILLARREAL 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. DAVID VILLARREAL.

Plan sponsor

Name

DR. DAVID VILLARREAL

EIN

74-2969461

Address

203 A. WEST GOODWIN · PLEASANTON, TX · 78064

Phone

(830) 569-5518

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

2025-07-31

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SVETLANA HAMER, A PROFESSIONAL DENTAL CORPORATION

DENTAL PLANET & AFFILIATED EMPLOYERS CASH BALANCE PLAN

$4.2M

PRUITT AND EBERHART DMD PC

PRUITT AND EBERHART 401(K) PLAN

$4.2M · 12 participants

JOHN A. BOZIC, D.D.S., P.C.

JOHN A. BOZIC, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$4.2M · 24 participants

TAMPA BAY PERIODONTICS AND IMPLANT DENTISTRY, LLC

TAMPA BAY PERIODONTICS AND IMPLANT DENTISTRY 401(K) PROFIT SHARING PLAN

$4.2M · 26 participants

SMILEBUILDERZ, LLC