Original filing (PDF)20251216083848NAL0002640369001

CONNIE E. MORRIS, D.D.S., A DENTAL CORP.

Name: CONNIE E. MORRIS, D.D.S., A DENTAL CORP. — CONNIE E. MORRIS D.D.S. A DENTAL CORP. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CONNIE E. MORRIS, D.D.S., A DENTAL CORP.

Form 5500-SF

FILING_RECEIVED

CONNIE E. MORRIS D.D.S. A DENTAL CORP. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 CONNIE E. MORRIS, D.D.S., A DENTAL CORP..

Plan sponsor

Name

CONNIE E. MORRIS, D.D.S., A DENTAL CORP.

EIN

94-2713527

Address

2400 WESTBOROUGH BLVD., SUITE 100 · SOUTH SAN FRANCISCO, CA · 940805402

Phone

(650) 583-0550

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

2024-07-01

Tax period

2025-06-30

Filed

2025-12-16

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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