Original filing (PDF)20250819185628NAL0004901074001

STEPHEN W. OSTWALD, D.D.S., INC.

Name: STEPHEN W. OSTWALD, D.D.S., INC. — STEPHEN W. OSTWALD, D.D.S., INC. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: STEPHEN W. OSTWALD, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

STEPHEN W. OSTWALD, D.D.S., INC. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 STEPHEN W. OSTWALD, D.D.S., INC..

Plan sponsor

Name

STEPHEN W. OSTWALD, D.D.S., INC.

EIN

75-2976143

Address

2299 POST STREET, STE 101 · SAN FRANCISCO, CA · 94115

Phone

(415) 775-3368

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

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

NORTHWEST ORAL SURGEONS, PC

NORTHWEST ORAL SURGEONS, PC 401(K) PROFIT SHARING PLAN

$5.9M · 18 participants

FENNELL, YOXTHIMER & ASSOCIATES, DDS, INC.

FENNELL, YOXTHIMER & ASSOCIATES, DDS, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

$5.9M · 17 participants

CRAWFORD DENTAL GROUP, INC.

CRAWFORD DENTAL GROUP, INC. 401(K) PROFIT SHARING PLAN

$5.9M · 13 participants

BRAFMAN FAMILY DENTISTRY, P.A.

BRAFMAN FAMILY DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN

$5.9M · 16 participants