Original filing (PDF)20250411220833NAL0013046915062

LISA CANNATELLA, D.D.S., AND PRIYANKA MOONKA, D.D.S., INC.

Name: LISA CANNATELLA, D.D.S., AND PRIYANKA MOONKA, D.D.S., INC. — LISA CANNATELLA, D.D.S., AND PRIYANKA MOONKA, D.D.S., INC. 401(K) PLAN, Form 5500 (2024)
Creator: LISA CANNATELLA, D.D.S., AND PRIYANKA MOONKA, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

LISA CANNATELLA, D.D.S., AND PRIYANKA MOONKA, D.D.S., INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 LISA CANNATELLA, D.D.S., AND PRIYANKA MOONKA, D.D.S., INC..

Plan sponsor

Name

LISA CANNATELLA, D.D.S., AND PRIYANKA MOONKA, D.D.S., INC.

EIN

81-5413509

Address

9301 FIRCREST LN · SUITE 7 · SAN RAMON, CA · 94583

Phone

(925) 828-5335

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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