How big is Ellen PENG, D.D.S.'s plan?

Ellen PENG, D.D.S.'s plan reported $2.7M in assets and 1 participants for 2024.

Original filing (PDF)20250910112425NAL0021113393001

Ellen PENG, D.D.S.

Name: Ellen PENG, D.D.S. — Ellen PENG, D.D.S. Retirement, Form 5500 (2024)
Creator: Ellen PENG, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ellen PENG, D.D.S. Retirement Plan

401(k) retirement plan · Ellen PENG, D.D.S.'s Ellen PENG, D.D.S. Retirement Plan held $2.7M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Ellen PENG, D.D.S.'s EIN is 77-0554550.

EIN 77-0554550

Plan number 002

Plan year 2024

ACK ID 20250910112425NAL0021113393001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ellen PENG, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ellen PENG, D.D.S.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

ELLEN PENG, D.D.S.

EIN

all filings

Address

19668 STEVENS CREEK BLVD. · CUPERTINO, CA · 95014

Phone

(408) 257-8838

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator