Original filing (PDF)20251010114729NAL0004198739001

ANACAPA VIEW

Name: ANACAPA VIEW — ANACAPA VIEW 401(K) PLAN, Form 5500 (2024)
Creator: ANACAPA VIEW

Form 5500-SF

FILING_RECEIVED

ANACAPA VIEW 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 ANACAPA VIEW.

Plan sponsor

Name

ANACAPA VIEW

EIN

95-3267925

Address

3555 LOMA VISTA RD, STE 210 · STE 210 · VENTURA, CA · 930033161

Phone

(805) 653-1776

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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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JONATHAN S. WONG, DDS, INC.

WONG KOMURA 401(K) RETIREMENT PLAN

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SUE YOUNG HONG DDS, LLC

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JASON M. ROUNTREE, D.D.S., INC.

JASON M. ROUNTREE, D.D.S., INC. 401(K) PLAN