Original filing (PDF)20231015002452NAL0072239458001

JOHN SCHAF, LINDA SIEGEL DDS

Name: JOHN SCHAF, LINDA SIEGEL DDS — JOHN SCHAF, LINDA SIEGEL DDS PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JOHN SCHAF, LINDA SIEGEL DDS

Form 5500-SF

FILING_RECEIVED

JOHN SCHAF, LINDA SIEGEL DDS PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 JOHN SCHAF, LINDA SIEGEL DDS.

Plan sponsor

Name

JOHN SCHAF, LINDA SIEGEL DDS

EIN

11-3066392

Address

1854 MUTTONTOWN ROAD · MUTTONTOWN, NY · 11791

Phone

(718) 224-4900

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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