Cao Tu Nguyen, Dds., 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, Cao Tu Nguyen, Dds., Inc. (EIN 77-0050351) is a plan sponsor located in San Jose, CA with 1 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
77-0050351
Location
San Jose, CA
Loaded plans
1
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 Cao Tu Nguyen, Dds., Inc.

  • 1 loaded plans hold $1.6M in reported assets.
  • The largest, Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.6MSummed across loaded plans$1,629,188
Total reported assets$1.6M$1,629,188
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities
Contributions & income
Total income / additions$50.2K
Expenses & distributions
Benefits paid / distributions$25K
Total expenses$25K
Net increase / (decrease)$25.2K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

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 assets100%Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #003 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Cao Tu Nguyen, Dds., Inc.. Open one for its full reported snapshot.

  1. 2023
    Cao Tu Nguyen, Dds., Inc. Profit Sharing Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Cao Tu Nguyen, Dds., Inc. report on Form 5500?
Cao Tu Nguyen, Dds., Inc. (EIN 77-0050351) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Cao Tu Nguyen, Dds., Inc.?
The Employer Identification Number (EIN) reported for Cao Tu Nguyen, Dds., Inc. is 77-0050351.
What is the latest Form 5500 filing year for Cao Tu Nguyen, Dds., Inc.?
The latest loaded Form 5500 filing year for Cao Tu Nguyen, Dds., Inc. is 2023.

Related Form 5500 pages