How big is Dr. AMY DO's plan?

Dr. AMY DO's plan reported $94K in assets and 9 participants for 2024.

Original filing (PDF)20251015091753NAL0005640048001

Dr. AMY DO

Name: Dr. AMY DO — Dr. AMY DO 401(k) Plan, Form 5500 (2024)
Creator: Dr. AMY DO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. AMY DO 401(k) Plan

401(k) retirement plan · Dr. AMY DO's Dr. AMY DO 401(k) Plan held $94K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

People on this filing

Dr. AMY DO signed Dr. AMY DO's 2024 Form 5500 as plan administrator.

Dr. AMY DO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. AMY DO's EIN is 87-2957244.

EIN 87-2957244

Plan number 001

Plan year 2024

ACK ID 20251015091753NAL0005640048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. AMY DO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. AMY DO's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

DR. AMY DO

EIN

all filings

Address

3275 APTOS RANCHO ROAD, SUITE D · APTOS, CA · 95003

Phone

(831) 212-5569

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-10-15

Pension benefit codes

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)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

The AKON Group

The AKON Group Profit Sharing Plan

$94K · 6 participants

Tyler J Jacques PLLC

Capitol Family Dentistry 401(k) Plan

$94K · 3 participants

CDA Virginia PLLC

CDA Virginia PLLC 401(k)

$93K · 13 participants

Aishwarya V Patil, DDS, PLLC

Aishwarya V Patil, DDS, PLLC 401(k) Plan

$94K · 10 participants

John T Felder, DMD, PA

John T. Felder DMD PS Profit Sharing Plan

$93K · 6 participants

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