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JOSEPH M. CASSARA, D.D.S. — JOSEPH M. CASSARA, D.D.S. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251015084521NAL0002120787001
JOSEPH M. CASSARA, D.D.S.
Form 5500-SF
FILING_RECEIVED
JOSEPH M. CASSARA, D.D.S. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
18
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
87
/ 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
JOSEPH M. CASSARA, D.D.S.
.
Find decision makers
Plan sponsor
Name
JOSEPH M. CASSARA, D.D.S.
EIN
77-0421117
Address
1429 GRANT ROAD, SUITE A · MOUNTAIN VIEW, CA · 94040
Phone
(650) 969-2866
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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MICHAEL L. HOWARD, D.D.S., P.C
MICHAEL L. HOWARD, D.D.S., P.C. CASH BALANCE PLAN
90
Knocking points off
No active participants reported but plan still holds assets.
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.
$2.5M
SMITH TANO DENTAL GROUP, PLLP
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