Original filing (PDF)20250604150535NAL0007919187001

CHRISTOPHER L. LOUIE, D.D.S., INC.

Name: CHRISTOPHER L. LOUIE, D.D.S., INC. — CHRISTOPHER L. LOUIE, D.D.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CHRISTOPHER L. LOUIE, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

CHRISTOPHER L. LOUIE, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 CHRISTOPHER L. LOUIE, D.D.S., INC..

Plan sponsor

Name

CHRISTOPHER L. LOUIE, D.D.S., INC.

EIN

94-1752613

Address

41268 FREMONT BOULEVARD · FREMONT, CA · 94538

Phone

(510) 381-1660

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LODI VALLEY DENTAL, LLC

LODI VALLEY DENTAL, LLC SAVINGS AND RETIREMENT PLAN

$4.2M · 14 participants

ASSOCIATED ORAL SURGEONS PC

ASSOCIATED ORAL SURGEONS PC ROTH SAFE-HARBOR 401-K PROFIT SHARING PLAN

$4.2M · 13 participants

EUGENE DENTAL PARTNERS, LLC

EUGENE DENTAL PARTNERS, LLC 401(K) PLAN

$4.2M · 41 participants

DARRIN A. RAPOPORT, DDS, MSD, PS

DARRIN A. RAPOPORT, DDS, MSD, PS 401(K) PROFIT SHARING PLAN

$4.2M · 11 participants

MARTIN N. HIKIDO, D.D.S.