Original filing (PDF)20240626123230NAL0012178720001

WARREN & CHIMA ORTHODONTICS

Name: WARREN & CHIMA ORTHODONTICS — WARREN & CHIMA ORTHODONTICS SALARY DEFERRALPLAN, Form 5500 (2023)
Creator: WARREN & CHIMA ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

WARREN & CHIMA ORTHODONTICS SALARY DEFERRALPLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 WARREN & CHIMA ORTHODONTICS.

Plan sponsor

Name

WARREN & CHIMA ORTHODONTICS

EIN

83-2927851

Address

15 WEST PORTAL AVE. · SAN FRANCISCO, CA · 94127

Phone

(415) 681-2418

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

FREDRIC R. WARREN

EIN

83-4051449

City

SAN FRANCISCO, CA

Phone

(415) 681-2418

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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