Original filing (PDF)20260120122819NAL0001292531001

WALLACE F. CHONG, D.D.S., INC.

Name: WALLACE F. CHONG, D.D.S., INC. — WALLACE F. CHONG, D.D.S., INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: WALLACE F. CHONG, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

WALLACE F. CHONG, D.D.S., INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.2M

Net assets (EOY)

$11.2M

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 WALLACE F. CHONG, D.D.S., INC..

Plan sponsor

Name

WALLACE F. CHONG, D.D.S., INC.

EIN

99-0144305

Address

74 PONAHAWAI STREET · HILO, HI · 96720

Phone

(808) 935-5651

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-01-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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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PERIODONTAL ASSOCIATES, P.C.

PA DEFERRED COMPENSATION PLAN