· 2022–2024 · DOL EFAST2
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BARRY LERMAN, D.D.S. & JANET STOUPEL, D.M.D., P.C. — BARRY LERMAN, D.D.S. & JANET STOUPEL, D.M.D., P.C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250602125424NAL0027703330001
BARRY LERMAN, D.D.S. & JANET STOUPEL, D.M.D., P.C.
Form 5500-SF
FILING_RECEIVED
BARRY LERMAN, D.D.S. & JANET STOUPEL, D.M.D., P.C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BARRY LERMAN, D.D.S. & JANET STOUPEL, D.M.D., P.C.
.
Find decision makers
Plan sponsor
Name
BARRY LERMAN, D.D.S. & JANET STOUPEL, D.M.D., P.C.
EIN
11-3008130
Address
101-01 67TH DRIVE · FOREST HILLS, NY · 11375
Phone
(718) 896-0600
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$1.5M · 1 participants
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ADAM TYBERG, D.D.S., P.C. DBA DENTAL CARE OF SHERWOOD
ADAM TYBERG, D.D.S., P.C. DBA DENTAL CARE OF SHERWOOD 401(K) PLAN
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SUGARLOAF DENTAL, P.C.
SUGARLOAF DENTAL, P.C. 401(K) PLAN
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JACK W. HANEY, D.D.S., P.C.
JACK W. HANEY, D.D.S., P.C. RETIREMENT PLAN & TRUST
80
Knocking points off
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 9 participants
PAUL S. RICHMOND
PAUL S. RICHMOND 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 3 participants
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COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
