Original filing (PDF)20251006153429NAL0003735969001

GOLDSTEIN ORTHODONTICS, P.C.

Name: GOLDSTEIN ORTHODONTICS, P.C. — GOLDSTEIN ORTHODONTICS, P.C. RETIREMENT PLAN, Form 5500 (2024)
Creator: GOLDSTEIN ORTHODONTICS, P.C.

Form 5500-SF

FILING_RECEIVED

GOLDSTEIN ORTHODONTICS, P.C. RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 GOLDSTEIN ORTHODONTICS, P.C..

Plan sponsor

Name

GOLDSTEIN ORTHODONTICS, P.C.

EIN

13-3727514

Address

159-05 92ND STREET · HOWARD BEACH, NY · 11414

Phone

(718) 848-6944

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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PLAZA DRIVE DENTISTRY