· 2022–2024 · DOL EFAST2

Jeffery C Chantry DDS Inc. — Jeffery C Chantry DDS, Form 5500 (2025)

Original filing (PDF)20260409112538NAL0021375954001

Jeffery C Chantry DDS Inc.

Form 5500-SF

FILING_RECEIVED

Jeffery C Chantry DDS 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffery C Chantry DDS Inc.'s Jeffery C Chantry DDS 401(k) Profit Sharing Plan held $688K in plan assets for 14 participants in 2025.

Signals · 1

High average account balance

Active participants

14

Accounts w/ balance

6

Plan assets (EOY)

$688K

Net assets (EOY)

$688K

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

63

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFERY C CHANTRY DDS INC.

Plan sponsor

Name

JEFFERY C CHANTRY DDS INC

EIN

91-1819484all filings

Address

8580 ELK RIDGE WAY SUITE A · ELK GROVE, CA · 95624

Phone

(916) 685-2575

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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