Original filing (PDF)20250730075902NAL0003715281001

KATHLEEN C. BAN, D.D.S., INC.

Name: KATHLEEN C. BAN, D.D.S., INC. — KATHLEEN C. BAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: KATHLEEN C. BAN, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

KATHLEEN C. BAN, D.D.S., INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 KATHLEEN C. BAN, D.D.S., INC..

Plan sponsor

Name

KATHLEEN C. BAN, D.D.S., INC.

EIN

91-2098740

Address

12132 SARATOGA SUNNYVALE ROAD · SARATOGA, CA · 95070

Phone

(408) 252-5678

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

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

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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