Original filing (PDF)20250605171618NAL0009311715001

DR.CURTIS TSAI

Name: DR.CURTIS TSAI — DR.CURTIS TSAI 401K PLAN, Form 5500 (2024)
Creator: DR.CURTIS TSAI

Form 5500-SF

FILING_RECEIVED

DR.CURTIS TSAI 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR.CURTIS TSAI.

Plan sponsor

Name

DR.CURTIS TSAI

EIN

86-3327044all filings

Address

3806 ROSS RD · PALO ALTO, CA · 94303

Phone

(650) 533-5712

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

2025-06-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SWEET LIME LLC DBA VIRDI DENTAL

VIRDI DENTAL 401(K) PLAN

$37K · 4 participants

MARCELO E CALDERON DMD PC

MARCELO E CALDERON DMD PC 401(K) PROFIT SHARING PLAN & TRUST

$37K · 10 participants

NOVA INSTITUTE FOR ADVANCED PERIODONTICS AND IMPLANTOLOGY

NOVA INSTITUTE FOR ADVANCED PERIODONTICS AND IMPLANTOLOGY 401(K) PROFIT SHARING PLAN

$37K

DONALD J. MACINA, DDS, P.C.

DONALD J. MACINA, DDS, P.C. 401(K) PROFIT SHARING PLAN & TRU

$37K · 8 participants

CASCADES PEDIATRIC DENTISTRY

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.