Original filing (PDF)20250924105416NAL0007451073001

ALEX R. MCDONALD PHD, DDS INCORPORATED

Name: ALEX R. MCDONALD PHD, DDS INCORPORATED — ALEX R. MCDONALD PHD, DDS INCORPORATED DEFINED BENEFIT PLAN & TRUST, Form 5500 (2024)
Creator: ALEX R. MCDONALD PHD, DDS INCORPORATED

Form 5500-SF

FILING_RECEIVED

ALEX R. MCDONALD PHD, DDS INCORPORATED DEFINED BENEFIT PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 ALEX R. MCDONALD PHD, DDS INCORPORATED.

Plan sponsor

Name

ALEX R. MCDONALD PHD, DDS INCORPORATED

EIN

94-3414081

Address

3300 WEBSTER STREET, SUITE 810 · OAKLAND, CA · 94609

Phone

(510) 832-4466

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

2025-09-24

Pension benefit codes

1A · Pay-related DB formula

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

OVERBY ORTHODONTICS LLC

OVERBY ORTHODONTICS LLC 401(K) PLAN

$3.4M · 10 participants

BRIAN N. HOLLANDER, D.D.S., M.S.

BRIAN N. HOLLANDER, D.D.S., M.S. CASH BALANCE PLAN

$3.4M · 2 participants

RYAN COOPER, D.D.S., P.A.

RYAN COOPER, D.D.S., P.A. 401(K) PLAN

$3.4M · 11 participants

BETTER SMILE OF WESTERN NEW YORK DENTISTRY, PLLC

BETTER SMILE OF WESTERN NEW YORK DENTISTRY, PLLC 401(K) PROFIT SHARING PLAN

$3.4M · 33 participants

ISTHMUS DENTAL, LTD

ISTHMUS DENTAL, LTD. 401(K) SAVINGS PLAN