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WILLIAM L. BRESONIS, DDS, PC — WILLIAM L. BRESONIS, DDS, PC PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20241206154742NAL0003914595001
WILLIAM L. BRESONIS, DDS, PC
Form 5500-SF
FILING_RECEIVED
WILLIAM L. BRESONIS, DDS, PC PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
3
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WILLIAM L. BRESONIS, DDS, PC
.
Find decision makers
Plan sponsor
Name
WILLIAM L. BRESONIS, DDS, PC
EIN
14-1618732
Address
152 BIENIEK DRIVE · FORT JOHNSON, NY · 12070
Phone
(518) 842-4259
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2024-12-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
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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Knocking points off
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Helping the score
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