Original filing (PDF)20250916094614NAL0001231475001

JOEL I. HELLER, D.M.D.

Name: JOEL I. HELLER, D.M.D. — JOEL I. HELLER, D.M.D. DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: JOEL I. HELLER, D.M.D.

Form 5500-SF

FILING_RECEIVED

JOEL I. HELLER, D.M.D. DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 JOEL I. HELLER, D.M.D..

Plan sponsor

Name

JOEL I. HELLER, D.M.D.

EIN

11-2519754

Address

66 LINCOLN CT · ROCKVILLE CENTRE, NY · 115705777

Phone

(516) 764-6339

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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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