Original filing (PDF)20240904154858NAL0033121184001

JAMES T. ARIS, D.M.D.

Name: JAMES T. ARIS, D.M.D. — JAMES T. ARIS, D.M.D. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JAMES T. ARIS, D.M.D.

Form 5500-SF

FILING_RECEIVED

JAMES T. ARIS, D.M.D. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JAMES T. ARIS, D.M.D.

EIN

06-1436021all filings

Address

436 DANBURY ROAD · WILTON, CT · 06897

Phone

(203) 470-5356

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

2024-01-01

Tax period

2024-07-11

Filed

2024-09-04

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 providers

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