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Original filing (PDF)20250603125632NAL0007623203001
STEPHEN SAND
Form 5500-SF
FILING_RECEIVED
SAND PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 30.6 mo
Active participants
0
Accounts w/ balance
5
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score (directional)
80
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- Filed 30.6 months past the 10.5-month grace window.
- No active participants reported but plan still holds assets.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN SAND.
Plan sponsor
Name
STEPHEN SAND
EIN
04-2888737
Address
50 FULLER STREET · DEDHAM, MA · 02066
Phone
(781) 771-9101
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
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