Original filing (PDF)20240110154031NAL0010321281001

STEPHEN GIORDANO, DDS

Name: STEPHEN GIORDANO, DDS — STEPHEN GIORDANO, DDS PROFIT SHARING PLAN, Form 5500 (2022)
Creator: STEPHEN GIORDANO, DDS

Form 5500-SF

FILING_RECEIVED

STEPHEN GIORDANO, DDS PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

Late filing · 1.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN GIORDANO, DDS.

Plan sponsor

Name

STEPHEN GIORDANO, DDS

EIN

13-3498962

Address

PO BOX 531 · VALLEY COTTAGE, NY · 10989

Phone

(845) 268-6088

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-01-10

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

BARRE DENTAL CARE INC. EMPLOYEES 40

BARRE DENTAL CARE INC. PROFIT SHARING PLAN

CROSBY DENTAL GROUP, PA

CROSBY DENTAL GROUP, PA 401(K) PLAN

JAMES DEAN JENSEN, D.D.S., M.S.D., P.A.

JAMES DEAN JENSEN D.D.S., M.S.D., P.A. RETIREMENT PLAN & TRUST

PERMIAN BASIN ORAL SURGERY & DENTAL IMPLANT CENTER, PC

PERMIAN BASIN ORAL SURGERY & DENTAL IMPLANT CENTER, PC 401(K) PLAN

RICHARD PEREZ, D.D.S., P.C.

VINEYARD DENTAL 401(K) PLAN