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NALCHAJIAN ORTHODONTICS, INC. — NALCHAJIAN ORTHODONTICS 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241230131105NAL0028862400001
NALCHAJIAN ORTHODONTICS, INC.
Form 5500-SF
FILING_RECEIVED
NALCHAJIAN ORTHODONTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.5 mo
Active participants
30
Accounts w/ balance
41
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
87
/ 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
94
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NALCHAJIAN ORTHODONTICS, INC.
.
Find decision makers
Plan sponsor
Name
NALCHAJIAN ORTHODONTICS, INC.
EIN
94-2611069
Address
7501 N FRESNO STREET, SUITE 105 · FRESNO, CA · 92720
Phone
(760) 760-2742
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-12-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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JOHN V. SULLIVANT, DDS, PA
100
Knocking points off
Filed 1.5 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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