Original filing (PDF)20250411064321NAL0013985027001

GREGORY R. SY DDS & ASSOCIATES, INC.

Name: GREGORY R. SY DDS & ASSOCIATES, INC. — GREGORY ROBERT SY DDS & ASSOCIATES, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GREGORY R. SY DDS & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

GREGORY ROBERT SY DDS & ASSOCIATES, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 GREGORY R. SY DDS & ASSOCIATES, INC..

Plan sponsor

Name

GREGORY R. SY DDS & ASSOCIATES, INC.

EIN

20-3033086

Address

1755 COOPER FOSTER PARK RD. · AMHERST, OH · 44001

Phone

(440) 282-9550

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

2025-04-11

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)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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