Original filing (PDF)20250408150035NAL0011245299001

JIM R. MARTINEZ, DDS

Name: JIM R. MARTINEZ, DDS — JIM R. MARTINEZ, DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JIM R. MARTINEZ, DDS

Form 5500-SF

FILING_RECEIVED

JIM R. MARTINEZ, DDS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JIM R. MARTINEZ, DDS.

Plan sponsor

Name

JIM R. MARTINEZ, DDS

EIN

75-2992466

Address

1548 S. SHIRK ROAD · VISALIA, CA · 93277

Phone

(559) 733-4478

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

2025-04-08

Pension benefit codes

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

3B · Covers self-employed individuals

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

FOREST HILL DENTAL

FOREST HILL DENTAL RETIREMENT PLAN

$1.1M · 6 participants

MARCIA L. VALENTE, D.M.D., P.C.

MARCIA L. VALENTE, D.M.D., P.C. CASH BALANCE PLAN

$1.1M · 5 participants

LEY & CARLSON DDS PC DBA MOUNTAIN VISTA DENTAL PC

MOUNTAIN VISTA DENTAL PC PROFIT SHARING PLAN

$1.1M · 12 participants

EL VALLE FAMILY DENTISTRY ASSOCIATES, P.A.

EL VALLE FAMILY DENTISTRY ASSOCIATES, P.A. RETIREMENT PLAN & TRUST

$1.1M · 8 participants

ROBERT M KENNEDY DDS PC