Omid Shayan, D.D.S., Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Omid Shayan, D.D.S., Inc. (EIN 30-0137167) is a plan sponsor located in Cypress, CA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
30-0137167
Location
Cypress, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Omid Shayan, D.D.S., Inc.

  • 2 loaded plans hold $4.2M in reported assets.
  • The largest, Omid Shayan, D.D.S., Inc. Defined Benefit Pension Plan, holds 95% of this company's reported plan assets.
  • Plans cover 22 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.2MSummed across loaded plans$4,180,340
Total reported assets$4.2M$4,180,340
Total reported participants22
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.2M total assets
Net assets$4.2MLiabilities$0
Contributions & income
Employer contributions$300K
Participant contributions$0
Total income / additions$648.6K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$26.6K
Net increase / (decrease)$622K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets95%Omid Shayan, D.D.S., Inc. Defined Benefit Pension Plan
Participants per plan11Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 12 participants · 2023
  2. 2
    Plan #002 · 10 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Omid Shayan, D.D.S., Inc.. Open one for its full reported snapshot.

  1. 2023
    Omid Shayan, D.D.S., Inc. Defined Benefit Pension Plan12 participants · 2Sch I
    View filing →
  2. 2023
    Omid Shayan, D.D.S., Inc. 401(K) Profit Sharing Plan10 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Omid Shayan, D.D.S., Inc. report on Form 5500?
Omid Shayan, D.D.S., Inc. (EIN 30-0137167) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Omid Shayan, D.D.S., Inc.?
The Employer Identification Number (EIN) reported for Omid Shayan, D.D.S., Inc. is 30-0137167.
What is the latest Form 5500 filing year for Omid Shayan, D.D.S., Inc.?
The latest loaded Form 5500 filing year for Omid Shayan, D.D.S., Inc. is 2023.

Related Form 5500 pages