Original filing (PDF)20250723101848NAL0003278641001

SHADI GHOZATI, DDS, PA

Name: SHADI GHOZATI, DDS, PA — SHADI GHOZATI, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: SHADI GHOZATI, DDS, PA

Form 5500-SF

FILING_RECEIVED

SHADI GHOZATI, DDS, PA 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SHADI GHOZATI, DDS, PA.

Plan sponsor

Name

SHADI GHOZATI, DDS, PA

EIN

20-5311454

Address

7226 LEE DEFOREST DRIVE, SUITE 208 · COLUMBIA, MD · 21046

Phone

(410) 872-0103

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

THE SHEEHAN FIRM PC

THE SHEEHAN FIRM PC PROFIT SHARING PLAN

$1.1M · 6 participants

LUIS A. AYALA COLON SUCRS INC

LUIS A. AYALA COLON SUCRS INC PROFIT SHARING II RETIREMENT PLAN

$1.1M · 64 participants

NC RESTAURANT & LODGING ASSOC., INC.

NC RESTAURANT & LODGING ASSOC INC 401K PSP

$1.1M · 8 participants

WALKER FUNERAL HOME, INC.

WALKER FUNERAL HOME 401(K) PLAN

$1.0M · 8 participants

STEPHENS REIDINGER & BELLER

STEPHENS REIDINGER & BELLER 401(K) PROFIT SHARING PLAN AND TRUST