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JAMES W. BECKER, DDS — JAMES W. BECKER, DDS PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250629181212NAL0026175954001
JAMES W. BECKER, DDS
Form 5500-SF
FILING_RECEIVED
JAMES W. BECKER, DDS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
6
Plan assets (EOY)
$3.7M
Net assets (EOY)
$3.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JAMES W. BECKER, DDS
.
Find decision makers
Plan sponsor
Name
JAMES W. BECKER, DDS
EIN
94-2968735
Address
30300 GARDEN AVENUE · MANTECA, CA · 95337
Phone
(925) 447-5018
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-06-29
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
DIMITRI G. GANIM, DDS
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$3.7M · 5 participants
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POTTSTOWN ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, INC. PROFIT SHARING PLAN
$3.7M · 24 participants
JEN-KUEI WANG, PHD, DDS
JEN-KUEI WANG, PHD, DDS PENSION PLAN
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LONDON DENTAL CARE
LONDON DENTAL 401(K) PROFIT SHARING PLAN & TRUST
$3.7M · 14 participants
BINIKER FAMILY DENTAL, INC.
100
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BINIKER FAMILY DENTAL PROFIT SHARING PLAN & TRUST
$3.7M · 7 participants
BEAUTIFUL SMILES
BEAUTIFUL SMILES 401(K) PROFIT SHARING PLAN
$3.7M · 16 participants
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$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
