Original filing (PDF)20250715161207NAL0005161714001

JOSEPHINE PANDOLFO, D.M.D., P.C.

Name: JOSEPHINE PANDOLFO, D.M.D., P.C. — JOSEPHINE C. PANDOLFO, D.M.D., P.C. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JOSEPHINE PANDOLFO, D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

JOSEPHINE C. PANDOLFO, D.M.D., P.C. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

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 JOSEPHINE PANDOLFO, D.M.D., P.C..

Plan sponsor

Name

JOSEPHINE PANDOLFO, D.M.D., P.C.

EIN

04-3335666

Address

355 LOWELL STREET · PEABODY, MA · 01960

Phone

(978) 532-3316

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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