Original filing (PDF)20250530062731NAL0020674210001

PALMIRA TESTA DDS PA

Name: PALMIRA TESTA DDS PA — PALMIRA TESTA DDS PA 401K PLAN, Form 5500 (2024)
Creator: PALMIRA TESTA DDS PA

Form 5500-SF

FILING_RECEIVED

PALMIRA TESTA DDS PA 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$771K

Net assets (EOY)

$771K

Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALMIRA TESTA DDS PA.

Plan sponsor

Name

PALMIRA TESTA DDS PA

EIN

75-3002486all filings

Address

2202 WAUGH DR · HOUSTON, TX · 77006

Phone

(713) 521-3131

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

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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DOUGLAS P. KUMMER, DDS LLC

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$771K · 6 participants

DAVID CHOW, DDS, A PROFESSIONAL CORPORATION

DAVID CHOW, DDS, A PROFESSIONAL CORPORATION 401(K) PLAN

$771K · 7 participants

JOSEPH DANESH, DDS INC.

JOSEPH DANESH DDS INC. 401(K) PROFIT SHARING PLAN

$771K · 4 participants

CARTER ORTHODONTICS LLC

CARTER ORTHO 401(K) AND PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.