SHEETS, PAQUETTE & WU DENTAL PRACTICE RETIREMENT PLAN

[ EIN: 33-0687908 | Plan No. 001 ]

Form 5500 records indicate that SHEETS, PAQUETTE & WU DENTAL PRACTICE RETIREMENT PLAN is a 401(k) plan sponsored by SHEETS, PAQUETTE & WU DENTAL PRACTICE. The plan is classified as a Small Plan with 25 participants and assets totaling $209,027 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: SHEETS, PAQUETTE & WU DENTAL PRACTICE

Location: 360 SAN MIGUEL DRIVE, NEWPORT BEACH, CA 92660

EIN: 330687908

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 25

Total Assets: $209,027

---