Original filing (PDF)20250805141254NAL0001270243001

WILLIAM A. SAUPE JR., D.D.S.

Name: WILLIAM A. SAUPE JR., D.D.S. — WILLIAM A. SAUPE JR., D.D.S. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WILLIAM A. SAUPE JR., D.D.S.

Form 5500-SF

FILING_RECEIVED

WILLIAM A. SAUPE JR., D.D.S. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 WILLIAM A. SAUPE JR., D.D.S..

Plan sponsor

Name

WILLIAM A. SAUPE JR., D.D.S.

EIN

94-3196506

Address

2416 ASHBY AVENUE · BERKELEY, CA · 947052002

Phone

(510) 548-0317

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

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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