Original filing (PDF)20250903165625NAL0009196099001

THE SUMMIT DENTAL GROUP, PC

Name: THE SUMMIT DENTAL GROUP, PC — THE SUMMIT DENTAL GROUP, PC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: THE SUMMIT DENTAL GROUP, PC

Form 5500-SF

FILING_RECEIVED

THE SUMMIT DENTAL GROUP, PC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE SUMMIT DENTAL GROUP, PC.

Plan sponsor

Name

THE SUMMIT DENTAL GROUP, PC

EIN

16-1005426

Address

7555 MORGAN ROAD · LIVERPOOL, NY · 13090

Phone

(315) 457-0620

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

2024-08-01

Tax period

2025-07-31

Filed

2025-09-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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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