· 2022–2024 · DOL EFAST2

Steven A. PUMA D.D.S., LLC — Steven A. PUMA D.D.S., Form 5500 (2023)

Original filing (PDF)20240919140004NAL0002385491001

Steven A. PUMA D.D.S., LLC

Form 5500-SF

FILING_RECEIVED

Steven A. PUMA D.D.S., LLC Profit Sharing Plan

401(k) retirement plan · Steven A. PUMA D.D.S., LLC's Steven A. PUMA D.D.S., LLC Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN A. PUMA D.D.S., LLC.

Plan sponsor

Name

STEVEN A. PUMA D.D.S., LLC

EIN

Address

373 FORDS AVE. · FORDS, NJ · 08863

Phone

(732) 549-3114

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-07-31

Filed

2024-09-19

Pension benefit codes

2A · Age/service weighted or new comparability

2D · Offset of another plan

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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