Original filing (PDF)20250309164438NAL0009087363001

JONATHAN DIAMOND DMD, PC

Name: JONATHAN DIAMOND DMD, PC — JONATHAN DIAMOND DMD, PC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JONATHAN DIAMOND DMD, PC

Form 5500-SF

FILING_RECEIVED

JONATHAN DIAMOND DMD, PC PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONATHAN DIAMOND DMD, PC.

Plan sponsor

Name

JONATHAN DIAMOND DMD, PC

EIN

13-4180286

Address

251 WEST 95TH ST APT 7 W · NEW YORK, NY · 10025

Phone

(917) 699-7146

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

2023-01-01

Tax period

2023-12-31

Filed

2025-03-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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