Original filing (PDF)20251002145046NAL0000604497001

KEVIN T. DOWD, D.D.S.

Name: KEVIN T. DOWD, D.D.S. — KEVIN T. DOWD, D.D.S. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: KEVIN T. DOWD, D.D.S.

Form 5500-SF

FILING_RECEIVED

KEVIN T. DOWD, D.D.S. PROFIT SHARING 401K PLAN

401(k) 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 KEVIN T. DOWD, D.D.S..

Plan sponsor

Name

KEVIN T. DOWD, D.D.S.

EIN

94-3347712

Address

401 GREGORY LANE, SUITE 112 · PLEASANT HILL, CA · 945232851

Phone

(925) 680-6700

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

NADER DAYANI, D.D.S.

NADER DAYANI, D.D.S. DEFINED BENEFIT PENSION PLAN

$2.5M · 1 participants

CHILDREN'S DENTISTRY, LLC

CHILDREN'S DENTISTRY, LLC 401(K) PROFIT SHARING PLAN

$2.5M · 45 participants

RABIN A. MARFATIA D.D.S., INC.

RABIN A. MARFATIA D.D.S., INC. DEFINED BENEFIT PENSION PLAN

$2.5M · 8 participants

WOODFORD DENTAL, LLC

WOODFORD DENTAL, LLC 401(K) PROFIT SHARING PLAN

$2.5M · 11 participants

BATASTINI ORTHODONTICS, P.A.

BATASTINI ORTHODONTICS, PA CASH BALANCE PLAN