Original filing (PDF)20241013163727NAL0026019505001

DEVOREE PREPSKY, D.M.D.

Name: DEVOREE PREPSKY, D.M.D. — DEVOREE PREPSKY, D.M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: DEVOREE PREPSKY, D.M.D.

Form 5500-SF

FILING_RECEIVED

DEVOREE PREPSKY, D.M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 DEVOREE PREPSKY, D.M.D..

Plan sponsor

Name

DEVOREE PREPSKY, D.M.D.

EIN

95-4517641

Address

5348 TOPANGA CANYON BLVD., · SUITE 102 · WOODLAND HILLS, CA · 91364

Phone

(818) 883-0007

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Related plans

Similar-size Offices of Dentists plans

MARK A. KIRK, DDS, INC.

MARK A. KIRK, DDS, INC. CASH BALANCE PENSION PLAN

$1.8M · 9 participants

ORONO DENTAL CARE, P.C.

ORONO DENTAL CARE 401(K) PLAN

$1.8M · 20 participants

WILLIAM LAYMAN PA DBA STRAIGHTEN UP ORTHODONTICS

STRAIGHTEN UP ORTHODONTICS RETIREMENT PLAN & TRUST

$1.8M · 6 participants

TOTAL CARE PARTNERS AF, PLLC

RETIREMENT INCOME SECURITY PLAN-TOTAL CARE DENTAL AND WELLNESS

$1.8M · 32 participants

MAULIK SHAH, DDS, INC.

MAULIK SHAH, DDS, INC. DEFINED BENEFIT PENSION PLAN