Original filing (PDF)20250929161033NAL0011062913001

MARIA E. MARZO, D.D.S. P.C.

Name: MARIA E. MARZO, D.D.S. P.C. — MARIA E. MARZO, D.D.S., P.C. EMPLOYEES' 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MARIA E. MARZO, D.D.S. P.C.

Form 5500-SF

FILING_RECEIVED

MARIA E. MARZO, D.D.S., P.C. EMPLOYEES' 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 MARIA E. MARZO, D.D.S. P.C..

Plan sponsor

Name

MARIA E. MARZO, D.D.S. P.C.

EIN

16-1597807

Address

275 SOUTH HAMILTON ST · PAINTED POST, NY · 14870

Phone

(607) 936-6394

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

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

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

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

Related plans

Similar-size Offices of Dentists plans

HARTL ORTHODONTICS, LLC

PENSION PROFIT SHARING PLAN

$1.7M · 2 participants

KARINA SPIVAK DMD LLC

KARINA SPIVAK DMD LLC CASH BALANCE PENSION PLAN

$1.7M · 8 participants

EMERALD COAST ENDODONTICS, LLC

EMERALD COAST ENDODONTICS 401(K) PROFIT SHARING PLAN

$1.7M · 7 participants

ERIK A. STALDER DDS

ERIK A. STALDER DDS 401(K) PLAN & TRUST

$1.7M · 7 participants

BARNEY M. HOM

BARNEY M. HOM 401(K) PROFIT SHARING PLAN

$1.7M · 8 participants