· 2022–2024 · DOL EFAST2

TERRY F. HASKIN, D.D.S., INC. — TERRY F. HASKIN, D.D.S., INC. SALARY DEFERRAL PLAN, Form 5500 (2023)

Original filing (PDF)20241016181411NAL0032158929001

TERRY F. HASKIN, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

TERRY F. HASKIN, D.D.S., INC. SALARY DEFERRAL PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

9

Plan assets (EOY)

$360K

Net assets (EOY)

$360K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

55

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRY F. HASKIN, D.D.S., INC..

Plan sponsor

Name

TERRY F. HASKIN, D.D.S., INC.

EIN

94-2547412all filings

Address

256 GREEN VALLEY RD. · FREEDOM, CA · 95019

Phone

(831) 722-4666

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

TERRY F. HASKIN, D.D.S.

EIN

37-1701628

City

FREEDOM, CA

Phone

(831) 722-4666

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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