Original filing (PDF)20250415142117NAL0005929040001

WILLIE WOO, D.D.S., INC.

Name: WILLIE WOO, D.D.S., INC. — WILLIE WOO, D.D.S., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIE WOO, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

WILLIE WOO, D.D.S., INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

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 WILLIE WOO, D.D.S., INC..

Plan sponsor

Name

WILLIE WOO, D.D.S., INC.

EIN

94-2836822

Address

3300 WEBSTER STREET, SUITE 908 · OAKLAND, CA · 94609

Phone

(510) 836-4221

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

STEEL CITY ORAL SURGERY, P.C.

STEEL CITY ORAL SURGERY, PC PROFIT SHARING PLAN

$6.8M · 10 participants

VIDENTA LLC

VIDENTA LLC 401(K) PLAN

$6.8M · 45 participants

DRS. LARSON MARTYN AND HAFNER DDS, LLP

DRS. LARSON MARTYN AND HAFNER LLP 401(K) PLAN

$6.8M · 11 participants

GUY G. CRESSON, DDS, LLC

GUY G. CRESSON, DDS PROFIT SHARING PLAN

$6.8M · 8 participants

AFFILIATED FAMILY DENTIST PC

AFFILIATED FAMILY DENTIST PC 401(K) PROFIT SHARING PLAN & TRUST