Original filing (PDF)20250130125850NAL0000857905001

ELLIOTT F. BROTZ, DDS, IRA S. HALPER, DDS, P.C.

Name: ELLIOTT F. BROTZ, DDS, IRA S. HALPER, DDS, P.C. — IRA S. HALPER, DDS OFFICE RETIREMENT PLAN, Form 5500 (2024)
Creator: ELLIOTT F. BROTZ, DDS, IRA S. HALPER, DDS, P.C.

Form 5500-SF

FILING_RECEIVED

IRA S. HALPER, DDS OFFICE RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 ELLIOTT F. BROTZ, DDS, IRA S. HALPER, DDS, P.C..

Plan sponsor

Name

ELLIOTT F. BROTZ, DDS, IRA S. HALPER, DDS, P.C.

EIN

13-2861517

Address

150 WHITE PLAINS ROAD · TARRYTOWN, NY · 10591

Phone

(914) 631-3880

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

2025-01-30

Pension benefit codes

2E · Profit-sharing

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

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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