Original filing (PDF)20250908073533NAL0012148307001

ANTHONY J. PEPPY, DDS & SAMUEL J. PEPPY JR., DDS

Name: ANTHONY J. PEPPY, DDS & SAMUEL J. PEPPY JR., DDS — PEPPY DENTAL CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ANTHONY J. PEPPY, DDS & SAMUEL J. PEPPY JR., DDS

Form 5500-SF

FILING_RECEIVED

PEPPY DENTAL CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$761K

Net assets (EOY)

$761K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ANTHONY J. PEPPY, DDS & SAMUEL J. PEPPY JR., DDS.

Plan sponsor

Name

ANTHONY J. PEPPY, DDS & SAMUEL J. PEPPY JR., DDS

EIN

16-1541504

Address

1237 NORTH MAIN STREET · JAMESTOWN, NY · 14701

Phone

(716) 664-2335

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator