Original filing (PDF)20241114143640NAL0011305939001

DAVID L. MCKENNA DDS, INC.

Name: DAVID L. MCKENNA DDS, INC. — DAVID L. MCKENNA DDS, INC. CASH BALANCE PLAN, Form 5500 (2023)
Creator: DAVID L. MCKENNA DDS, INC.

Form 5500-SF

FILING_RECEIVED

DAVID L. MCKENNA DDS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID L. MCKENNA DDS, INC..

Plan sponsor

Name

DAVID L. MCKENNA DDS, INC.

EIN

94-3395797all filings

Address

1691 EL CAMINO REAL · SUITE 300 · PALO ALTO, CA · 943061009

Phone

(650) 321-4544

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

2024-01-01

Tax period

2024-09-30

Filed

2024-11-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

ADT DENTAL, LTD.

ADT DENTAL EMPLOYEE PROFIT SHARING PLAN

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP.

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP. DEFINED BENEFIT PENSION PLAN

MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

HOLLY DOFFING DDS PA

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C.

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.