JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC. — JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC.
Form 5500-SF
FILING_RECEIVED
JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$261K
Net assets (EOY)
$261K
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC..
Plan sponsor
Name
JONATHAN FU, D.D.S., ENDODONTIC DENTAL GROUP, INC.
EIN
85-3607126
Address
1039 MURRAY AVENUE, SUITE 120 · SAN LUIS OBISPO, CA · 93405
Phone
(805) 960-3636
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
2025-10-06
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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.
