How big is Jack Yeung DDS, Inc.'s plan?

Jack Yeung DDS, Inc.'s plan reported $175K in assets and 5 participants for 2024.

Original filing (PDF)20250808162413NAL0004862193001

Jack Yeung DDS, Inc.

Name: Jack Yeung DDS, Inc. — Jack Yeung DDS, Inc., Form 5500 (2024)
Creator: Jack Yeung DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jack Yeung DDS, Inc. Retirement Plan

401(k) retirement plan · Jack Yeung DDS, Inc.'s Jack Yeung DDS, Inc. Retirement Plan held $175K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$175K

Net assets (EOY)

$175K

Plan identifiers

Jack Yeung DDS, Inc.'s EIN is 81-2361866.

EIN 81-2361866

Plan number 001

Plan year 2024

ACK ID 20250808162413NAL0004862193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jack Yeung DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jack Yeung DDS, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

JACK YEUNG DDS, INC.

EIN

all filings

Address

775 45TH AVE. · SAN FRANCISCO, CA · 94121

Phone

(415) 730-2818

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator