Original filing (PDF)20230623144434NAL0000600049001

DR. JEFFREY LEVENSON, DDS LLP

Name: DR. JEFFREY LEVENSON, DDS LLP — JEFFREY LEVENSON PROFIT SHARING PLAN, Form 5500 (2022)
Creator: DR. JEFFREY LEVENSON, DDS LLP

Form 5500-SF

FILING_RECEIVED

JEFFREY LEVENSON PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. JEFFREY LEVENSON, DDS LLP.

Plan sponsor

Name

DR. JEFFREY LEVENSON, DDS LLP

EIN

13-3247150all filings

Address

320 E. 52ND STREET · NEW YORK, NY · 100226708

Phone

(212) 753-2791

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

2023-06-23

Pension benefit codes

2E · Profit-sharing

2D · Offset of another plan

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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