Original filing (PDF)20231004155051NAL0041035666001

STEVEN POLEVOY, DMD

Name: STEVEN POLEVOY, DMD — STEVEN POLEVOY, DMD 401(K) PLAN, Form 5500 (2022)
Creator: STEVEN POLEVOY, DMD

Form 5500-SF

FILING_RECEIVED

STEVEN POLEVOY, DMD 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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 STEVEN POLEVOY, DMD.

Plan sponsor

Name

STEVEN POLEVOY, DMD

EIN

11-3636424

Address

550 MAMARONECK AVENUE · SUITE 106 · HARRISON, NY · 10528

Phone

(914) 630-2833

Industry

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

2023-10-04

Pension benefit codes

2E · Profit-sharing

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

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