Original filing (PDF)20250612161136NAL0017177025001

SORANA MUNTEANU, DDS, SOLE PROP.

Name: SORANA MUNTEANU, DDS, SOLE PROP. — SORANA MUNTEANU, DDS, SOLE PROP. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SORANA MUNTEANU, DDS, SOLE PROP.

Form 5500-SF

FILING_RECEIVED

SORANA MUNTEANU, DDS, SOLE PROP. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 SORANA MUNTEANU, DDS, SOLE PROP..

Plan sponsor

Name

SORANA MUNTEANU, DDS, SOLE PROP.

EIN

77-0462385

Address

545 SARATOGA AVE, SUITE E · SANTA CLARA, CA · 95050

Phone

(408) 296-7617

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

JOHN V. SULLIVANT, D.D.S., P.A

JOHN V. SULLIVANT, D.D.S., P.A. 401(K) PLAN

$3.3M · 8 participants

STACEY PETERS-NELSON, DDS, APC

STACEY PETERS-NELSON, D.D.S., APC 401K PLAN

$3.3M · 6 participants

AVON DENTAL CENTRE, INC.

AVON DENTAL CENTRE INC. 401(K) P/S PLAN

$3.3M · 15 participants

KENNETH J. MOLNAR, D.D.S., INC.

KENNETH J. MOLNAR, D.D.S., INC. 401(K) SAVINGS PLAN

$3.3M

RICHARD A. MUFSON, D.D.S., P.A.

RICHARD MUFSON DDS PA 401(K) PROFIT SHARING PLAN