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Original filing (PDF)20250618162412NAL0006139010001

LAWRENCE POPKIN, DDS

Form 5500-SF
FILING_RECEIVED
LAWRENCE POPKIN, DDS PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
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 LAWRENCE POPKIN, DDS.
Plan sponsor
Name
LAWRENCE POPKIN, DDS
EIN
11-2579380
Address
73 GLEN COVE ROAD · GREENVALE, NY · 115481007
Phone
(516) 621-2225
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
LAWRENCE POPKIN, DDS
EIN
11-2579380
City
GREENVALE, NY
Phone
(516) 621-2225
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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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