Original filing (PDF)20250930125224NAL0013216112001

BRENDAN M. COONEY, DDS, MS, PLLC

Name: BRENDAN M. COONEY, DDS, MS, PLLC — BRENDAN M. COONEY, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: BRENDAN M. COONEY, DDS, MS, PLLC

Form 5500-SF

FILING_RECEIVED

BRENDAN M. COONEY, DDS, MS, PLLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

Late filing · 34.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 BRENDAN M. COONEY, DDS, MS, PLLC.

Plan sponsor

Name

BRENDAN M. COONEY, DDS, MS, PLLC

EIN

14-1745662

Address

500 FEDERAL STREET - SUITE 600 · TROY, NY · 12180

Phone

(518) 274-4322

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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