· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JONATHAN GREENBERG, DMD, PC — JONATHAN GREENBERG, DMD, P.C. 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724154543NAL0012320674001
JONATHAN GREENBERG, DMD, PC
Form 5500-SF
FILING_RECEIVED
JONATHAN GREENBERG, DMD, P.C. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
7
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JONATHAN GREENBERG, DMD, PC
.
Find decision makers
Plan sponsor
Name
JONATHAN GREENBERG, DMD, PC
EIN
11-3178921
Address
111 SMITHTOWN BYPASS, SUITE 102 · HAUPPAUGE, NY · 11788
Phone
(631) 724-7150
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
Related plans
Similar-size Offices of Dentists plans
DAGON JONES DDS INC
DAGON JONES DDS INC 401K PROFIT SHARING PLAN & TRUST
$2.7M · 17 participants
MARK ROSE DENTAL, P.C.
DR. MARK ROSE 401(K) PROFIT SHARING PLAN
$2.7M · 4 participants
DICKERSON ENTERPRISES INCORPORATED
DERRICK J. DICKERSON, DMD PROFIT SHARING PLAN
$2.7M · 8 participants
JOHN T RUSNOCK DMD PC
JOHN T. RUSNOCK DMD 401(K) PROFIT SHARING PLAN
$2.7M · 2 participants
JOSEPH A. DELAPA DDS
JOSEPH A. DELAPA DDS 401(K) PLAN
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.
$2.7M · 4 participants
CLAYTON A. FINLEY DDS, LLC
CLAYTON A. FINLEY DDS, LLC 401(K) PROFIT SHARING PLAN
$2.7M · 7 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
