How big is Paul Penzi, DDS' plan?

Paul Penzi, DDS' plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20250516083933NAL0020185969001

Paul Penzi, DDS

Name: Paul Penzi, DDS — Paul Penzi, DDS Profit Sharing, Form 5500 (2024)
Creator: Paul Penzi, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul Penzi, DDS Profit Sharing Plan

Defined-contribution retirement plan · Paul Penzi, DDS' Paul Penzi, DDS Profit Sharing Plan held $1.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Paul Penzi signed Paul Penzi, DDS' 2024 Form 5500 as plan administrator.

Paul Penzi — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Paul Penzi, DDS' EIN is 11-2979582.

EIN 11-2979582

Plan number 001

Plan year 2024

ACK ID 20250516083933NAL0020185969001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paul Penzi, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paul Penzi, DDS' plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL PENZI, DDS.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score