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WILLIAM M SCHNEIDER DDS — WILLIAM M SCHNEIDER DDS A DENT 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250616205147NAL0002139808001
WILLIAM M SCHNEIDER DDS
Form 5500-SF
FILING_RECEIVED
WILLIAM M SCHNEIDER DDS A DENT 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
57
Accounts w/ balance
11
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM M SCHNEIDER DDS
.
Find decision makers
Plan sponsor
Name
WILLIAM M SCHNEIDER DDS
EIN
94-2150845
Address
1855 SAN MIGUEL DR STE 31 · WALNUT CREEK, CA · 94596
Phone
(925) 935-2700
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-16
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
STANLEY R. BEARD, PC
STANLEY R. BEARD, PC 401(K) PLAN
$3.2M · 11 participants
NORTH BRANFORD DENTAL GROUP, PC
NORTH BRANFORD DENTAL GROUP, PC 401(K) PLAN
$3.2M · 18 participants
HOLLY R. CANTRELL, D.M.D., M.S., PC
HOLLY R. CANTRELL DMD 401(K) PLAN
$3.2M · 10 participants
JACK SHERMAN
JACK SHERMAN, DMD PROFIT SHARING PLAN
$3.2M · 1 participants
UNES NABIPOUR DDS INC
UNES NABIPOUR DDS INC 401(K) PROFIT SHARING PLAN
$3.2M · 8 participants
65
Knocking points off
Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
MADSEN ANDRUS THOMPSON AND SOELBERG PARTNERSHIP
NORTH COUNTY ORAL AND FACIAL SURGERY CENTER CASH BALANCE PLAN
$3.2M · 27 participants
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