Original filing (PDF)20240919213657NAL0006553777001

DOUGLAS S. MITCHELL, D.M.D.

Name: DOUGLAS S. MITCHELL, D.M.D. — DOUGLAS S. MITCHELL, D.M.D. 401(K) PLAN, Form 5500 (2023)
Creator: DOUGLAS S. MITCHELL, D.M.D.

Form 5500-SF

FILING_RECEIVED

DOUGLAS S. MITCHELL, D.M.D. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 DOUGLAS S. MITCHELL, D.M.D..

Plan sponsor

Name

DOUGLAS S. MITCHELL, D.M.D.

EIN

94-2927590

Address

2145 CENTRAL AVENUE · ALAMEDA, CA · 94501

Phone

(510) 865-4551

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-19

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

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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