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NATHAN S. BIRNBAUM, D.D.S., C.A.G.S. — NATHAN S. BIRNBAUM, D.D.S., C.A.G.S. RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241011141747NAL0022915457001
NATHAN S. BIRNBAUM, D.D.S., C.A.G.S.
Form 5500-SF
FILING_RECEIVED
NATHAN S. BIRNBAUM, D.D.S., C.A.G.S. RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
10
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NATHAN S. BIRNBAUM, D.D.S., C.A.G.S.
.
Find decision makers
Plan sponsor
Name
NATHAN S. BIRNBAUM, D.D.S., C.A.G.S.
EIN
04-2590233
Address
1 WASHINGTON ST · WELLESLEY, MA · 02481
Phone
(617) 686-1915
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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