Original filing (PDF)20251001154117NAL0014485376001

DOUGLAS T. TAKEUCHI, D.D.S

Name: DOUGLAS T. TAKEUCHI, D.D.S — DOUGLAS T. TAKEUCHI, D.D.S CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: DOUGLAS T. TAKEUCHI, D.D.S

Form 5500-SF

FILING_RECEIVED

DOUGLAS T. TAKEUCHI, D.D.S CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 DOUGLAS T. TAKEUCHI, D.D.S.

Plan sponsor

Name

DOUGLAS T. TAKEUCHI, D.D.S

EIN

77-0585905

Address

189 N. BASCOM AVE., SUITE 110 · SAN JOSE, CA · 95128

Phone

(408) 295-6696

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

2025-10-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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