· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MICHAEL P. BLUM, D.D.S, A PROF. CORP. CORPORATION — MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250430112658NAL0001795057001
MICHAEL P. BLUM, D.D.S, A PROF. CORP. CORPORATION
Form 5500-SF
FILING_RECEIVED
MICHAEL P. BLUM, D.D.S, A PROF. CORP. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MICHAEL P. BLUM, D.D.S, A PROF. CORP. CORPORATION
.
Find decision makers
Plan sponsor
Name
MICHAEL P. BLUM, D.D.S, A PROF. CORP. CORPORATION
EIN
95-3406096
Address
1211 W. LA PALMA DRIVE, SUITE 604 · ANAHEIM, CA · 92801
Phone
(714) 772-2200
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-04-30
Pension benefit codes
2E · Profit-sharing
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
DAVID SORIAL, D.D.S., P.C.
DAVID SORIAL, D.D.S., P.C. 401K PROFIT SHARING PLAN
$2.6M · 15 participants
ROMMEL G TOLEDO DMD INC
ROMMEL G TOLEDO DMD INC 401K PROFIT SHARING PLAN
$2.6M · 7 participants
DR. TOM CHRISTIE FAMILY DENTISTRY, P.C.
THE CHRISTIE 401(K) AND PROFIT SHARING PLAN
$2.6M · 13 participants
EVYENIA KOLLIA DMD PLLC
AESTHETICA AND AFFINITY 401(K) RETIREMENT PLAN
$2.6M · 18 participants
LEO YUDKIN, D.D.S., P.A.
LEO YUDKIN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.6M · 6 participants
JOSEPH E. GOLDING, JR., P.C.
JOSEPH E. GOLDING, JR., P.C. 401(K) PLAN
$2.6M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
