Original filing (PDF)20250718073836NAL0001958432001

NEHA DAVE DDS PC

Name: NEHA DAVE DDS PC — NEHA DAVE DDS PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: NEHA DAVE DDS PC

Form 5500-SF

FILING_RECEIVED

NEHA DAVE DDS PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$982K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEHA DAVE DDS PC.

Plan sponsor

Name

NEHA DAVE DDS PC

EIN

20-4667241

Address

38 BEEKMAN AVE · SLEEPY HOLLOW, NY · 105912666

Phone

(914) 631-0999

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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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