Original filing (PDF)20250829170447NAL0022685042001

MICHELLE T. CARTIER, DDS

Name: MICHELLE T. CARTIER, DDS — MICHELLE CARTIER, DDS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MICHELLE T. CARTIER, DDS

Form 5500-SF

FILING_RECEIVED

MICHELLE CARTIER, DDS 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 MICHELLE T. CARTIER, DDS.

Plan sponsor

Name

MICHELLE T. CARTIER, DDS

EIN

03-0547619

Address

365 COUNTY ROAD 39A SUITE 6 · SOUTHAMPTON, NY · 11968

Phone

(631) 287-0266

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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