Original filing (PDF)20230320084311NAL0053378130001

JAMES G. CAPURSO, D.D.S.

Name: JAMES G. CAPURSO, D.D.S. — JAMES G. CAPURSO, D.D.S. PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: JAMES G. CAPURSO, D.D.S.

Form 5500-SF

FILING_RECEIVED

JAMES G. CAPURSO, D.D.S. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 JAMES G. CAPURSO, D.D.S..

Plan sponsor

Name

JAMES G. CAPURSO, D.D.S.

EIN

04-2758438

Address

94 EDGEWOOD AVENUE · LONGMEADOW, MA · 01106

Phone

(413) 567-7923

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

2023-03-20

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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