Original filing (PDF)20250926123422NAL0010133408001

STUART R. DOUGLAS, DMD PLLC

Name: STUART R. DOUGLAS, DMD PLLC — STUART R. DOUGLAS, DMD PLLC 401(K) PSP, Form 5500 (2024)
Creator: STUART R. DOUGLAS, DMD PLLC

Form 5500-SF

FILING_RECEIVED

STUART R. DOUGLAS, DMD PLLC 401(K) PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 STUART R. DOUGLAS, DMD PLLC.

Plan sponsor

Name

STUART R. DOUGLAS, DMD PLLC

EIN

20-1485764

Address

6 EUCLID AVE · SUITE B · CORTLAND, NY · 13045

Phone

(607) 753-0602

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

2025-09-26

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

PITT FAMILY DENTAL, PC

PITT FAMILY DENTAL PC 401K PROFIT SHARING PLAN

$2.1M · 17 participants

ERNANI S. DOMINGO, DMD, PLLC

ERNANI S. DOMINGO, DMD, PLLC SAFE HARBOR 401(K) PROFIT SHARING PLAN

$2.1M · 2 participants

JONCAS FAMILY DENTISTRY PC

JONCAS FAMILY DENTISTRY PC 401(K) PLAN

$2.1M · 5 participants

JASON B. SIMMONS, DMD

JASON B. SIMMONS, DMD PROFIT SHARING 401(K) PLAN

$2.1M · 6 participants

DR. MICHAEL P. MORIARTY PC

DR. MICHAEL P. MORIARTY, PC 401(K) PLAN