Original filing (PDF)20250925151439NAL0008666193001

WONG, D.D.S. AND VALERIANO, D.D.S., P.L.L.C.

Name: WONG, D.D.S. AND VALERIANO, D.D.S., P.L.L.C. — WONG, D.D.S. AND VALERIANO, D.D.S., PLLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WONG, D.D.S. AND VALERIANO, D.D.S., P.L.L.C.

Form 5500-SF

FILING_RECEIVED

WONG, D.D.S. AND VALERIANO, D.D.S., PLLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 WONG, D.D.S. AND VALERIANO, D.D.S., P.L.L.C..

Plan sponsor

Name

WONG, D.D.S. AND VALERIANO, D.D.S., P.L.L.C.

EIN

86-0940971

Address

4411 EAST 5TH STREET, SUITE B · TUCSON, AZ · 857112020

Phone

(520) 795-7200

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

2025-09-25

Pension benefit codes

2E · Profit-sharing

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

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