Original filing (PDF)20250616164727NAL0002783746001

JAMES K. WONG, D.D.S., INC.

Name: JAMES K. WONG, D.D.S., INC. — JAMES K. WONG, D.D.S., INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JAMES K. WONG, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

JAMES K. WONG, D.D.S., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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 JAMES K. WONG, D.D.S., INC..

Plan sponsor

Name

JAMES K. WONG, D.D.S., INC.

EIN

94-2779709

Address

P.O. BOX 330328 · SAN FRANCISCO, CA · 94133

Phone

(650) 341-1735

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-16

Pension benefit codes

2E · Profit-sharing

2D · Offset of another plan

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

Related plans

Similar-size Offices of Dentists plans

ROBERT B. MCDADE, DMD, PSC

ROBERT B. MCDADE, DMD, PSC 401K RETIREMENT SAVINGS PLAN

$2.5M · 16 participants

DMOS, INC.

WHITE DIAMOND 401(K) PLAN AND TRUST

$2.5M · 21 participants

DRS. PORAC & BACHTELL FAMILY DENTISTRY, LLC

DRS. PORAC & BACHTELL FAMILY DENTISTRY, LLC 401K PLAN

$2.5M · 12 participants

APEX ENDODONTICS, INC.

APEX ENDODONTICS INC. RETIREMENT PLAN & TRUST

$2.5M · 5 participants

ALLEN & NEUMANN FAMILY DENTISTRY, P.C.

ALLEN & NEUMANN FAMILY DENTISTRY, P.C. 401 (K) PLAN