Original filing (PDF)20250729213826NAL0003950881001

ANN WEI, DDS, PROF. CORP

Name: ANN WEI, DDS, PROF. CORP — ANN WEI, DDS RETIREMENT PLAN, Form 5500 (2024)
Creator: ANN WEI, DDS, PROF. CORP

Form 5500-SF

FILING_RECEIVED

ANN WEI, DDS RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ANN WEI, DDS, PROF. CORP.

Plan sponsor

Name

ANN WEI, DDS, PROF. CORP

EIN

82-4369740

Address

450 SUTTER ST., SUITE 2425 · SAN FRANCISCO, CA · 94108

Phone

(415) 370-2760

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

2025-07-29

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

1E · Section 401(h) arrangement

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

Related plans

Similar-size Offices of Dentists plans

SADDLE CREEK ORTHODONTICS

SADDLE CREEK ORTHODONTICS 401(K) PLAN

$1.1M · 18 participants

SMILES4CHILDREN, LLP

SMILES FOR CHILDREN CASH BALANCE PLAN & TRUST

$1.1M · 35 participants

FLORIDA ENDODONTIC INSTITUTE, INC.

FLORIDA ENDODONTIC INSTITUTE, INC. 401K PROFIT SHARING PLAN AND TRUST

$1.1M · 5 participants

DANIEL S. WITCHER, DDS, INC.

DANIEL S. WITCHER, DDS, INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 9 participants

JAMES D. HUDSON DMD PC