· 2022–2024 · DOL EFAST2

SARATOGA COUNTY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PLLC — SARATOGA COUNTY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PLLC PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250827113918NAL0009330817001

SARATOGA COUNTY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

SARATOGA COUNTY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PLLC PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

13

Accounts w/ balance

26

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

89

/ 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 SARATOGA COUNTY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PLLC.

Plan sponsor

Name

SARATOGA COUNTY ORAL & MAXILLOFACIAL SURGERY ASSOCIATES, PLLC

EIN

14-1790211

Address

4 CARE LANE · SARATOGA SPRINGS, NY · 12866

Phone

(518) 583-4497

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

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

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

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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