Original filing (PDF)20250826104854NAL0014963392001

ROBERT A. SHEA, D.M.D.

Name: ROBERT A. SHEA, D.M.D. — ROBERT A. SHEA, D.M.D. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ROBERT A. SHEA, D.M.D.

Form 5500-SF

FILING_RECEIVED

ROBERT A. SHEA, D.M.D. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 ROBERT A. SHEA, D.M.D..

Plan sponsor

Name

ROBERT A. SHEA, D.M.D.

EIN

11-2778618

Address

241 WEST NECK ROAD · HUNTINGTON, NY · 11743

Phone

(631) 421-2205

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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