Original filing (PDF)20251011102731NAL0008898273001

KENNETH B. LOUIE, D.D.S., INC.

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

Form 5500-SF

FILING_RECEIVED

KENNETH B. LOUIE, D.D.S., INC. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 KENNETH B. LOUIE, D.D.S., INC..

Plan sponsor

Name

KENNETH B. LOUIE, D.D.S., INC.

EIN

94-2450290

Address

3845 BEACON AVE STE C · FREMONT, CA · 945381463

Phone

(510) 793-4550

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

2025-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

T. JEFF POWERS DDS

T. JEFF POWERS DDS 401(K) PROFIT SHARING PLAN

$3.0M · 12 participants

RICHARD CHAMPAGNE, DMD MAGD

RICHARD CHAMPAGNE, DMD 401K PLAN

$3.0M · 18 participants

MATE DENTAL ASSOCIATES, INC.

GATOR RETIREMENT PLAN & TRUST

$3.0M · 7 participants

CORNERSTONE DENTAL

BUILDING BEAUTIFUL SMILES RETIREMENT PLAN & TRUST

$3.0M · 17 participants

WOODLAND DENTAL GROUP SC

WOODLAND DENTAL GROUP SC 401K PLAN

$3.0M · 12 participants