· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DENNIS W. HOBBY, D.D.S. — DENNIS W. HOBBY, D.D.S. SELF-EMPLOYED 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250829103317NAL0011085841001
DENNIS W. HOBBY, D.D.S.
Form 5500-SF
FILING_RECEIVED
DENNIS W. HOBBY, D.D.S. SELF-EMPLOYED 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
16
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DENNIS W. HOBBY, D.D.S.
.
Find decision makers
Plan sponsor
Name
DENNIS W. HOBBY, D.D.S.
EIN
77-0083209
Address
1213 COFFEE ROAD, SUITE N · MODESTO, CA · 95355
Phone
(209) 577-0833
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
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
PAUL M CREER DDS PC
RETIREMENT INCOME SECURITY PLAN-UTAH VALLEY ENDODONTICS
$1.4M · 6 participants
MICHAEL J. PIPO, JR., DDS
MICHAEL J. PIPO, JR., DDS 401(K) PROFIT SHARING PLAN
$1.4M · 4 participants
H. HERBERT POSTLE, DDS DENTAL GROUP, INC.
H. HERBERT POSTLE, DDS DENTAL GROUP, INC. 401(K) PLAN
$1.4M · 1 participants
KANWAR DEEP SINGH SACHDEVA A D
KANWAR DEEP SINGH SACHDEVA A D 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 6 participants
JAY R. GALATI, D.D.S., M.S.D., P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
JAY R. GALATI, D.D.S., M.S.D., P.C. CASH BALANCE PLAN
$1.4M · 9 participants
JONATHAN LEVINE, DMD, P.C.
JONATHAN LEVINE DMD 401K & PROFIT SHARING PLAN
$1.4M · 23 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
