Original filing (PDF)20250707175527NAL0006174112001

ROUZBEH ZOKA D.D.S., M.S., INC.

Name: ROUZBEH ZOKA D.D.S., M.S., INC. — ROUZBEH ZOKA D.D.S., M.S., INC. SH 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROUZBEH ZOKA D.D.S., M.S., INC.

Form 5500-SF

FILING_RECEIVED

ROUZBEH ZOKA D.D.S., M.S., INC. SH 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 ROUZBEH ZOKA D.D.S., M.S., INC..

Plan sponsor

Name

ROUZBEH ZOKA D.D.S., M.S., INC.

EIN

77-0580202

Address

4000 CALLE TECATE - 103 · CAMARILLO, CA · 93012

Phone

(805) 482-6636

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

2A · Age/service weighted or new comparability

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

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