Original filing (PDF)20250303143528NAL0005547473001

JAY R. GALATI, D.D.S., M.S.D., P.C.

Name: JAY R. GALATI, D.D.S., M.S.D., P.C. — JAY R. GALATI, D.D.S., M.S.D., P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: JAY R. GALATI, D.D.S., M.S.D., P.C.

Form 5500-SF

FILING_RECEIVED

JAY R. GALATI, D.D.S., M.S.D., P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 JAY R. GALATI, D.D.S., M.S.D., P.C..

Plan sponsor

Name

JAY R. GALATI, D.D.S., M.S.D., P.C.

EIN

20-4548131

Address

8573 EAST PRINCESS DRIVE, SUITE 203 · SCOTTSDALE, AZ · 85255

Phone

(480) 656-7801

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

2025-03-03

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Offices of Dentists plans

JONATHAN LEVINE, DMD, P.C.

JONATHAN LEVINE DMD 401K & PROFIT SHARING PLAN

$1.4M · 23 participants

PAUL M CREER DDS PC

RETIREMENT INCOME SECURITY PLAN-UTAH VALLEY ENDODONTICS

$1.4M · 6 participants

DENNIS W. HOBBY, D.D.S.

DENNIS W. HOBBY, D.D.S. SELF-EMPLOYED 401(K) PROFIT SHARING PLAN

$1.4M · 7 participants

MICHAEL J. PIPO, JR., DDS

MICHAEL J. PIPO, JR., DDS 401(K) PROFIT SHARING PLAN

$1.4M · 4 participants

H. HERBERT POSTLE, DDS DENTAL GROUP, INC.