Original filing (PDF)20251005154423NAL0001687187001

TERENCE LOUIE, D.M.D.

Name: TERENCE LOUIE, D.M.D. — TERENCE LOUIE, D.M.D. PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: TERENCE LOUIE, D.M.D.

Form 5500-SF

FILING_RECEIVED

TERENCE LOUIE, D.M.D. PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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 TERENCE LOUIE, D.M.D..

Plan sponsor

Name

TERENCE LOUIE, D.M.D.

EIN

94-2578550

Address

1814 SAN MIGUEL DRIVE · WALNUT CREEK, CA · 945968606

Phone

(925) 939-2633

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

HAWK FAMILY DENTAL CARE, INC.

HAWK FAMILY DENTAL CARE, INC. PROFIT SHARING PLAN

$8.9M · 9 participants

LANZ & NASON, D.D.S., M.S., P.A.

LANZ & NASON, DDS, MS, PA 401(K) PLAN

$8.9M · 14 participants

CATTON WOLSETH COMO AND JACOBSON PA

CATTON WOLSETH COMO AND JACOBSON PA 401K PROFIT SHARING PLAN

$8.9M · 21 participants

RACE ORTHODONTICS, S.C.

RACE ORTHODONTICS EMPLOYEES' RETIREMENT INCOME PLAN

$8.9M · 17 participants

CRAWFORD ORTHODONTICS, S.C.