Original filing (PDF)20240118213140NAL0005604352001

KARA MASON, DMD

Name: KARA MASON, DMD — KARA MASON, DMD PROFIT SHARING PLAN, Form 5500 (2023)
Creator: KARA MASON, DMD

Form 5500-SF

FILING_RECEIVED

KARA MASON, DMD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 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

100

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 KARA MASON, DMD.

Plan sponsor

Name

KARA MASON, DMD

EIN

13-3714721

Address

30 E 60TH ST. SUITE 503 · NEW YORK, NY · 100221084

Phone

(212) 355-2195

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

2023-09-30

Filed

2024-01-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

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