Original filing (PDF)20230625104936NAL0001290691001

BURTON J. STEIN, D.M.D.

Name: BURTON J. STEIN, D.M.D. — BURTON J. STEIN 401(K) PLAN, Form 5500 (2022)
Creator: BURTON J. STEIN, D.M.D.

Form 5500-SF

FILING_RECEIVED

BURTON J. STEIN 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BURTON J. STEIN, D.M.D..

Plan sponsor

Name

BURTON J. STEIN, D.M.D.

EIN

04-2652633all filings

Address

88 DAVID ROAD P.O. BOX 109 · BELLINGHAM, MA · 02019

Phone

(508) 966-2990

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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