Original filing (PDF)20250805121859NAL0002183587001

JUSTIN W. SHEK DDS INC.

Name: JUSTIN W. SHEK DDS INC. — JUSTIN W. SHEK DDS INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: JUSTIN W. SHEK DDS INC.

Form 5500-SF

FILING_RECEIVED

JUSTIN W. SHEK DDS INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JUSTIN W. SHEK DDS INC..

Plan sponsor

Name

JUSTIN W. SHEK DDS INC.

EIN

94-2311386all filings

Address

3400 CALIFORNIA STREET SUITE 200 · SAN FRANCISCO, CA · 94118

Phone

(415) 786-5678

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-08-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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