How big is Jay M. Epstein, D.M.D., P.C.'s plan?

Jay M. Epstein, D.M.D., P.C.'s plan reported $5.5M in assets and 15 participants for 2024.

Original filing (PDF)20250529123216NAL0007320449001

Jay M. Epstein, D.M.D., P.C.

Name: Jay M. Epstein, D.M.D., P.C. — Jay M. Epstein, Form 5500 (2024)
Creator: Jay M. Epstein, D.M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay M. Epstein, D.M.D., P.C. Retirement Trust

401(k) retirement plan · Jay M. Epstein, D.M.D., P.C.'s Jay M. Epstein, D.M.D., P.C. Retirement Trust held $5.5M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Jay M. Epstein, D.M.D., P.C.'s EIN is 04-2969304.

EIN 04-2969304

Plan number 002

Plan year 2024

ACK ID 20250529123216NAL0007320449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jay M. Epstein, D.M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jay M. Epstein, D.M.D., P.C.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAY M. EPSTEIN, D.M.D., P.C..

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

JAY M. EPSTEIN, D.M.D., P.C.

EIN

all filings

Address

295 WESTERN AVENUE · LYNN, MA · 019043024

Phone

(781) 598-2100

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator