Original filing (PDF)20230707071709NAL0019891248001

DOLINAR AND THOMAS DDS PLLC

Name: DOLINAR AND THOMAS DDS PLLC — DOLINAR AND THOMAS DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: DOLINAR AND THOMAS DDS PLLC

Form 5500-SF

FILING_RECEIVED

DOLINAR AND THOMAS DDS PLLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 DOLINAR AND THOMAS DDS PLLC.

Plan sponsor

Name

DOLINAR AND THOMAS DDS PLLC

EIN

20-3133406

Address

121 BUFFALO STREET · HAMBURG, NY · 14075

Phone

(716) 648-6661

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-07

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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