Original filing (PDF)20250203143935NAL0006806689001

GERALD L. COHEN, D.D.S., L.L.C.

Name: GERALD L. COHEN, D.D.S., L.L.C. — GERALD L. COHEN, D.D.S., L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: GERALD L. COHEN, D.D.S., L.L.C.

Form 5500-SF

FILING_RECEIVED

GERALD L. COHEN, D.D.S., L.L.C. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 GERALD L. COHEN, D.D.S., L.L.C..

Plan sponsor

Name

GERALD L. COHEN, D.D.S., L.L.C.

EIN

13-3649350

Address

40 WEST ELM STREET, 1E · GREENWICH, CT · 06830

Phone

(203) 869-2651

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

TREASURE VALLEY PEDIATRIC DENTISTRY, P.A.

TREASURE VALLEY PEDIATRIC DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN

$1.5M · 23 participants

GEORGIA HADDAD DDS, INC.

BEACH CITIES DENTAL GROUP CASH BALANCE PLAN

$1.5M · 4 participants

MATTHEW MURRAY D.D.S., INC.

MATTHEW MURRAY D.D.S., INC. 401(K) PROFIT SHARING PLAN

$1.5M · 5 participants

HOLLY TREE DENTAL

HOLLY TREE DENTAL 401(K) PLAN

$1.5M · 12 participants

AL DENTAL ENTERPRISES, LLC

AL DENTAL ENTERPRISES, LLC CASH BALANCE PLAN