Original filing (PDF)20250625130317NAL0011564576001

DELBA J. PENA, D.D.S., P.C.

Name: DELBA J. PENA, D.D.S., P.C. — DR. DELBA J. PENA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DELBA J. PENA, D.D.S., P.C.

Form 5500-SF

FILING_RECEIVED

DR. DELBA J. PENA, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 DELBA J. PENA, D.D.S., P.C..

Plan sponsor

Name

DELBA J. PENA, D.D.S., P.C.

EIN

11-3492969

Address

186 CLINTON STREET · HEMPSTEAD, NY · 11550

Phone

(516) 483-8136

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-06-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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