Original filing (PDF)20251007112404NAL0011371362001

JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, PC

Name: JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, PC — JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, PC

Form 5500-SF

FILING_RECEIVED

JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, PC.

Plan sponsor

Name

JAFFE, DDS, DUVALSAINT, DDS & SIEGEL, DMD, PC

EIN

13-4191118

Address

110 EAST 87TH STREET · NEW YORK, NY · 10128

Phone

(212) 369-2213

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

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Offices of Dentists plans

ADVANCED PERIO CONCEPTS, INC.

ADVANCED PERIO CONCEPTS, INC. 401(K) PLAN

$1.1M · 7 participants

DR. S. ADAM TACKETT DMD, MS

DR. S. ADAM TACKETT DMD, MS, 401(K) PROFIT SHARING PLAN

$1.1M · 9 participants

BLAND FAMILY DENTISTRY LTD.

BLAND FAMILY DENTISTRY, LTD. 401(K) PROFIT SHARING PLAN AND T

$1.1M · 5 participants

COGAN AND GEORGE ORTHODONTICS LLC

CATHLEEN GEORGE, DMD, PC CASH BALANCE PLAN

$1.1M · 16 participants

CAROLINA CHILDREN'S DENTISTRY OF SUMTER, LLC