Original filing (PDF)20250317100420NAL0001498449001

JOHN W. SCHULZ, D.D.S., INC.

Name: JOHN W. SCHULZ, D.D.S., INC. — JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JOHN W. SCHULZ, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

JOHN W. SCHULZ, D.D.S., INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 JOHN W. SCHULZ, D.D.S., INC..

Plan sponsor

Name

JOHN W. SCHULZ, D.D.S., INC.

EIN

94-2605510

Address

595 BUCKINGHAM WAY · SAN FRANCISCO, CA · 941320000

Phone

(415) 731-4058

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-03-17

Pension benefit codes

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

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