Original filing (PDF)20241010123959NAL0034040176001

DENNIS R. ANDRESEN, D.D.S., INC.

Name: DENNIS R. ANDRESEN, D.D.S., INC. — DENNIS R. ANDRESEN, D.D.S., INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: DENNIS R. ANDRESEN, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

DENNIS R. ANDRESEN, D.D.S., INC. PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DENNIS R. ANDRESEN, D.D.S., INC..

Plan sponsor

Name

DENNIS R. ANDRESEN, D.D.S., INC.

EIN

94-2298917

Address

750 EAST ROMIE LANE, STE. B · SALINAS, CA · 93901

Phone

(831) 424-0881

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Offices of Dentists plans

LYNNE A. BALDASSARI-CRUZ, D.D.S., INC.

LYNNE A. BALDASSARI-CRUZ, D.D.S., INC. PROFIT SHARING 401(K) PLAN

$1.9M · 5 participants

KENNEDY DENTAL, LLC

KENNEDY DENTAL, LLC 401(K) RETIREMENT PLAN

$1.9M · 6 participants

SCHUMACHER ORTHODONTICS, PC

SCHUMACHER ORTHODONTICS, PC RETIREMENT PLAN

$1.9M · 7 participants

DELAWARE PERIODONTICS, P.A.

DELAWARE PERIODONTICS, P.A. 401(K) PLAN

$1.9M · 10 participants

GEORGANNE P. MCCANDLESS, D.D.S., P.A.

TEETH FOR KIDZ RETIREMENT PLAN & TRUST