How big is Perry L. Westbrook D.M.D., M.S.D.'s plan?

Perry L. Westbrook D.M.D., M.S.D.'s plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20251015124844NAL0004585825001

Perry L. Westbrook D.M.D., M.S.D.

Name: Perry L. Westbrook D.M.D., M.S.D. — Perry L. Westbro, Form 5500 (2024)
Creator: Perry L. Westbrook D.M.D., M.S.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perry L. Westbrook D.M.D., M.S.D. 401(k) Plan

401(k) retirement plan · Perry L. Westbrook D.M.D., M.S.D.'s Perry L. Westbrook D.M.D., M.S.D. 401(k) Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Perry L. Westbrook D.M.D., M.S.D.'s EIN is 91-1951189.

EIN 91-1951189

Plan number 001

Plan year 2024

ACK ID 20251015124844NAL0004585825001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perry L. Westbrook D.M.D., M.S.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perry L. Westbrook D.M.D., M.S.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERRY L. WESTBROOK D.M.D., M.S.D..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

PERRY L. WESTBROOK D.M.D., M.S.D.

EIN

all filings

Address

877 WEST FREMONT SUITE J3 · SUNNYVALE, CA · 94087

Phone

(408) 737-1551

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator