Original filing (PDF)20251007155152NAL0002590339001

GEORGE N. HABEEB, D.D.S.

Name: GEORGE N. HABEEB, D.D.S. — GEORGE N. HABEEB, D.D.S. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024)
Creator: GEORGE N. HABEEB, D.D.S.

Form 5500-SF

FILING_RECEIVED

GEORGE N. HABEEB, D.D.S. CASH BALANCE PENSION PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$923K

Net assets (EOY)

$923K

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 GEORGE N. HABEEB, D.D.S..

Plan sponsor

Name

GEORGE N. HABEEB, D.D.S.

EIN

20-3320177

Address

100 SITTERLY ROAD, SUITE 102 · CLIFTON PARK, NY · 12065

Phone

(518) 383-0160

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

2025-10-07

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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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