Original filing (PDF)20250609140848NAL0023654112001

DAVID W TODD DMD MD PLLC

Name: DAVID W TODD DMD MD PLLC — DAVID W. TODD, DMD, MD 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: DAVID W TODD DMD MD PLLC

Form 5500-SF

FILING_RECEIVED

DAVID W. TODD, DMD, MD 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 DAVID W TODD DMD MD PLLC.

Plan sponsor

Name

DAVID W TODD DMD MD PLLC

EIN

16-1463850

Address

120 SOUTHWESTERN DRIVE · LAKEWOOD, NY · 14750

Phone

(716) 484-8091

Industry

Offices of Physicians· 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

2025-06-09

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)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

FAMILY CARE OF CHILHOWIE, P.C.

FAMILY CARE OF CHILHOWIE, PC 401(K) PLAN

$2.7M · 10 participants

ALL CARE HEALTH CENTER

ALL CARE HEALTH CENTER 401K PLAN

$2.7M · 77 participants

METROPOLITAN PEDIATRICS

METROPOLITAN PEDIATRICS 401(K) SAFE HARBOR PLAN

$2.7M · 16 participants

ENDOCRINE AND DIABETES PA

ENDOCRINE AND DIABETES PA PROFIT SHARING PLAN

$2.7M · 7 participants

THE PLASTIC SURGICAL CENTER OF NORTH RALEIGH, PLLC

PSCNR CASH BALANCE PLAN