Original filing (PDF)20240524094018NAL0012500370001

ALAN D KLEIN DDS

Name: ALAN D KLEIN DDS — ALAN D KLEIN DDS PC 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: ALAN D KLEIN DDS

Form 5500-SF

FILING_RECEIVED

ALAN D KLEIN DDS PC 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

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 (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ALAN D KLEIN DDS

EIN

20-2602571all filings

Address

944 NORTH BROADWAY SUITE 107 · YONKERS, NY · 10701

Phone

(914) 965-2390

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

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