Original filing (PDF)20241202143120NAL0001675121001

SOMERS ORAL SURGERY, P.C.

Name: SOMERS ORAL SURGERY, P.C. — SOMERS ORAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SOMERS ORAL SURGERY, P.C.

Form 5500-SF

FILING_RECEIVED

SOMERS ORAL SURGERY, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOMERS ORAL SURGERY, P.C..

Plan sponsor

Name

SOMERS ORAL SURGERY, P.C.

EIN

13-4102146

Address

83 SOUTH BEDFORD ROAD · MOUNT KISCO, NY · 10549

Phone

(914) 277-8777

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-08-21

Filed

2024-12-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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