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ROBERT GARFINKEL, DMD — ROBERT GARFINKEL, DMD RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241118002127NAL0000627603001
ROBERT GARFINKEL, DMD
Form 5500-SF
FILING_RECEIVED
ROBERT GARFINKEL, DMD RETIREMENT PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 0.1 mo
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
ROBERT GARFINKEL, DMD
.
Find decision makers
Plan sponsor
Name
ROBERT GARFINKEL, DMD
EIN
13-3672310
Address
64 THE SERPENTINE · ROSLYN ESTATES, NY · 115761712
Phone
(718) 231-9500
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2024-11-18
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
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Knocking points off
Filed 0.1 months past the 10.5-month grace window.
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.
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