Original filing (PDF)20250507064958NAL0016496064001

CONNECTICUT VALLEY ORAL SURGERY ASSOCIATES, P.C.

Name: CONNECTICUT VALLEY ORAL SURGERY ASSOCIATES, P.C. — CONNECTICUT VALLEY ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: CONNECTICUT VALLEY ORAL SURGERY ASSOCIATES, P.C.

Form 5500-SF

FILING_RECEIVED

CONNECTICUT VALLEY ORAL SURGERY ASSOCIATES, P.C. EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

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 CONNECTICUT VALLEY ORAL SURGERY ASSOCIATES, P.C..

Plan sponsor

Name

CONNECTICUT VALLEY ORAL SURGERY ASSOCIATES, P.C.

EIN

04-2572209

Address

285 HIGH STREET · GREENFIELD, MA · 01301

Phone

(413) 774-2961

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2S · Automatic enrollment

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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