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Original filing (PDF)20250309161126NAL0007792755001
JONATHAN DIAMOND DMD, PC
Form 5500-SF
FILING_RECEIVED
JONATHAN DIAMOND DMD, PC PENSION PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 3.8 mo
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
84
/ 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
85
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.8 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.
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
(212) 319-5777
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
2023-12-31
Filed
2025-03-09
Pension benefit codes
1C · Cash balance or similar hybrid DB
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 providersRelated plans
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