Original filing (PDF)20240807154200NAL0003702945001

MARK J. GROSS, D.D.S. & ANDREW S. KAPLAN, D.M.D.

Name: MARK J. GROSS, D.D.S. & ANDREW S. KAPLAN, D.M.D. — GROSS AND KAPLAN 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MARK J. GROSS, D.D.S. & ANDREW S. KAPLAN, D.M.D.

Form 5500-SF

FILING_RECEIVED

GROSS AND KAPLAN 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

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 MARK J. GROSS, D.D.S. & ANDREW S. KAPLAN, D.M.D..

Plan sponsor

Name

MARK J. GROSS, D.D.S. & ANDREW S. KAPLAN, D.M.D.

EIN

13-3424989

Address

11 EAST 86TH STREET · NY, NY · 10028

Phone

(212) 987-7400

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

2024-08-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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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