Original filing (PDF)20250514205018NAL0019302241001

JOHN B. WILLIAMSON, D.D.S.

Name: JOHN B. WILLIAMSON, D.D.S. — JOHN B. WILLIAMSON, D.D.S. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOHN B. WILLIAMSON, D.D.S.

Form 5500-SF

FILING_RECEIVED

JOHN B. WILLIAMSON, D.D.S. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

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 JOHN B. WILLIAMSON, D.D.S..

Plan sponsor

Name

JOHN B. WILLIAMSON, D.D.S.

EIN

94-3349413

Address

1450 BANCROFT AVENUE · SAN LEANDRO, CA · 94577

Phone

(510) 483-2412

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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

NEMETH ORTHODONTICS, P.A.

NEMETH ORTHODONTICS, P.A. PROFIT SHARING PLAN

$5.3M · 13 participants

OCEAN DENTAL CORPORATE OFFICE, INC.

OCEAN DENTAL CORPORATE OFFICE, INC. EMPLOYEES SAVINGS TRUST

$5.3M · 109 participants

HAGAN RODRIGUEZ PERIODONTICS & IMPLANTS, PC

HAGAN RODRIGUEZ PERIODONTICS AND IMPLANTS 401(K) PLAN

$5.3M · 12 participants

CENTER FOR COSMETIC & RESTORATIVE DENTISTRY, PC

CENTER FOR COSMETIC & RESTORATIVE DENTISTRY, PC 401K PLAN

$5.3M · 21 participants

MICHAEL K. WAKASA, DDS