· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
OLIVIA MASRY, D.D.S., P.C. — OLIVIA MASRY, D.D.S., P.C. INCENTIVE SAVINGS TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250318140126NAL0003276369001
OLIVIA MASRY, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
OLIVIA MASRY, D.D.S., P.C. INCENTIVE SAVINGS TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$9.5M
Net assets (EOY)
$9.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OLIVIA MASRY, D.D.S., P.C.
.
Find decision makers
Plan sponsor
Name
OLIVIA MASRY, D.D.S., P.C.
EIN
13-3640308
Address
312 CHAPPAQUA ROAD · BRIARCLIFF MANOR, NY · 10510
Phone
(914) 762-4422
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-18
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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
Related plans
Similar-size Offices of Dentists plans
SIGNATURE DENTAL PARTNERS LLC
SIGNATURE DENTAL PARTNERS LLC 401(K) PLAN
$9.5M · 774 participants
GENTLE DENTAL CARE LLC
GENTLE DENTAL CARE LLC 401(K) PROFIT SHARING PLAN & TRUST
$9.5M · 13 participants
AZAMA AND WONG DENTAL CORP.
AZAMA AND WONG DENTAL CORP. PROFIT SHARING PLAN
$9.5M · 15 participants
ANCHORAGE ORAL & MAXILLOFACIAL SURGERY, INC.
ANCHORAGE ORAL & MAXILLOFACIAL SURGERY, INC. 401(K) PROFIT SHARING PLAN
$9.5M · 15 participants
DENTAL ASSOCIATES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
DENTAL ASSOCIATES, INC. PROFIT SHARING PLAN
$9.5M · 9 participants
NORTH BOULDER DENTAL GROUP
NORTH BOULDER DENTAL GROUP 401(K) PROFIT SHARING PLAN
$9.5M · 22 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
