How big is Vincent Margiotta DDS PC's plan?

Vincent Margiotta DDS PC's plan reported $674K in assets and 1 participants for 2022.

Original filing (PDF)20230912114339NAL0028101584001

Vincent Margiotta DDS PC

Name: Vincent Margiotta DDS PC — Form 5500 (2022)
Creator: Vincent Margiotta DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Vincent Margiotta DDS PC held $674K in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$674K

People on this filing

Vincent Margiotta signed Vincent Margiotta DDS PC's 2022 Form 5500 as plan administrator.

Vincent Margiotta — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vincent Margiotta DDS PC's EIN is 20-2177254.

EIN 20-2177254

Plan number 001

Plan year 2022

ACK ID 20230912114339NAL0028101584001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Vincent Margiotta DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Vincent Margiotta DDS PC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VINCENT MARGIOTTA DDS PC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

VINCENT MARGIOTTA DDS PC

EIN

all filings

Address

29 BRIGHTON AVE · RED BANK, NJ · 077015766

Phone

(732) 842-8460

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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