Original filing (PDF)20250722110909NAL0001273187001

CUPERTINO DENTAL GROUP PARTNERSHIP

Name: CUPERTINO DENTAL GROUP PARTNERSHIP — CUPERTINO DENTAL GROUP PARTNERSHIP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CUPERTINO DENTAL GROUP PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

CUPERTINO DENTAL GROUP PARTNERSHIP PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

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 CUPERTINO DENTAL GROUP PARTNERSHIP.

Plan sponsor

Name

CUPERTINO DENTAL GROUP PARTNERSHIP

EIN

94-2240975

Address

10383 TORRE AVENUE, SUITE I · CUPERTINO, CA · 950143297

Phone

(408) 257-3031

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

2025-07-22

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

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$10.8M · 17 participants

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TOLMIE, CORSIG, KERR & CORWIN, DDS, PA, 401(K) PLAN

$10.7M · 36 participants

ENDODONTICS, P.A.

ENDODONTICS, P.A. 401K PROFIT SHARING PLAN AND TRUST

$10.7M · 27 participants

DENTAL ASSOCIATES, PC

DENTAL ASSOCIATES, PC 401(K) RETIREMENT PLAN

$10.8M · 62 participants

NORTHERN ORAL & MAXILLOFACIAL SURGEONS, P.A.