Original filing (PDF)20240512155933NAL0075680194001

LAWRENCE E. GOETTISHEIM, D.D.S. P.C.

Name: LAWRENCE E. GOETTISHEIM, D.D.S. P.C. — LAWRENCE E. GOETTISHEIM, D.D.S. P.C. 401 (K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LAWRENCE E. GOETTISHEIM, D.D.S. P.C.

Form 5500-SF

FILING_RECEIVED

LAWRENCE E. GOETTISHEIM, D.D.S. P.C. 401 (K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 LAWRENCE E. GOETTISHEIM, D.D.S. P.C..

Plan sponsor

Name

LAWRENCE E. GOETTISHEIM, D.D.S. P.C.

EIN

13-3424501

Address

103 SOUTH BEDFORD ROAD, SUITE 110 · MOUNT KISCO, NY · 10549

Phone

(914) 241-7670

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

NASE FAMILY DENTAL LLC

NASE FAMILY DENTAL LLC PROFIT SHARING PLAN

$4.9M

MICHAEL J. COULTER, D.D.S.

MICHAEL J. COULTER, D.D.S. PROFIT SHARING PLAN

$4.9M · 3 participants

HECHLER ORTHODONTICS, P.A.

HECHLER ORTHODONTICS, P.A. 401(K) PROFIT SHARING PLAN

$4.9M · 10 participants

LAGUNA CREEK FAMILY DENTISTRY

LAGUNA CREEK FAMILY DENTISTRY 401K PROFIT SHARING PLAN

$4.9M · 6 participants

ANDERSON TEMNITZER DENTAL PARTNERSHIP DBA FOUNTAINGROVE DENTISTRY