Original filing (PDF)20251010195539NAL0008618641001

CECILIA SANTOS-BERKOWITZ

Name: CECILIA SANTOS-BERKOWITZ — CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CECILIA SANTOS-BERKOWITZ

Form 5500-SF

FILING_RECEIVED

CECILIA SANTOS-BERKOWITZ 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 CECILIA SANTOS-BERKOWITZ.

Plan sponsor

Name

CECILIA SANTOS-BERKOWITZ

EIN

83-0403006

Address

3220 FILLMORE ST. · SAN FRANCISCO, CA · 94123

Phone

(415) 614-9850

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

Related plans

Similar-size Offices of Dentists plans

BARTON L. BRUNTJEN, D.D.S.

BARTON L. BRUNTJEN, D.D.S. PROFIT SHARING PLAN

$1.3M · 10 participants

LINHART DENTISTRY, P.C.

LINHART DENTISTRY, PC CASH BALANCE PLAN

$1.3M · 31 participants

JOHN L. MCDONALD, DMD

THE T & J 401(K) PLAN

$1.3M · 10 participants

ROBERT J. MATTHEWS DMD PLLC

ROBERT J. MATTHEWS DMD PLLC 401(K) PROFIT SHARING PLAN

$1.3M · 7 participants

DENTAL FORCE

DENTAL FORCE 401(K) PLAN

$1.3M · 79 participants