Original filing (PDF)20250406170921NAL0030564994001

KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC

Name: KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC — FALL CREEK FAMILY DENTISTRY EMPLOYEE SAVINGS RETIREMENT PLAN, Form 5500 (2024)
Creator: KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC

Form 5500-SF

FILING_RECEIVED

FALL CREEK FAMILY DENTISTRY EMPLOYEE SAVINGS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

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 KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC.

Plan sponsor

Name

KRISTNA KAPUR, DDS & LUIS T. MAULEON, JR., DDS, PC

EIN

16-1444165

Address

501 NORTH CAYUGA STREET · ITHACA, NY · 14850

Phone

(607) 272-8118

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

2025-04-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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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