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. WESTBROOK D.M.D., M.S.D. 401(K) PLAN, Form 5500 (2024)
Creator: PERRY L. WESTBROOK D.M.D., M.S.D.

Form 5500-SF

FILING_RECEIVED

PERRY L. WESTBROOK D.M.D., M.S.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Plan sponsor

Name

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

EIN

91-1951189

Address

877 WEST FREMONT SUITE J3 · SUNNYVALE, CA · 94087

Phone

(408) 737-1551

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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