Original filing (PDF)20240917133812NAL0006700322001

HOWARD R. DIXON, D.D.S., M.S., INC.

Name: HOWARD R. DIXON, D.D.S., M.S., INC. — HOWARD R. DIXON, D.D.S., M.S., INC. 401(K) PLAN NO. 2, Form 5500 (2023)
Creator: HOWARD R. DIXON, D.D.S., M.S., INC.

Form 5500-SF

FILING_RECEIVED

HOWARD R. DIXON, D.D.S., M.S., INC. 401(K) PLAN NO. 2

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 HOWARD R. DIXON, D.D.S., M.S., INC..

Plan sponsor

Name

HOWARD R. DIXON, D.D.S., M.S., INC.

EIN

95-2773938

Address

5627 OBERLIN DRIVE, SUITE 100 · SAN DIEGO, CA · 921213748

Phone

(858) 452-7272

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

2023-01-01

Tax period

2023-12-31

Filed

2024-09-17

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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