Original filing (PDF)20260220090315NAL0010661440001

PATRICK M. CALVI, D.M.D.

Name: PATRICK M. CALVI, D.M.D. — PATRICK M. CALVI, D.M.D., P.A. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: PATRICK M. CALVI, D.M.D.

Form 5500-SF

FILING_RECEIVED

PATRICK M. CALVI, D.M.D., P.A. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 PATRICK M. CALVI, D.M.D..

Plan sponsor

Name

PATRICK M. CALVI, D.M.D.

EIN

22-2318712

Address

2081 E HIGH STREET SUITE 200 · SANATOGA, PA · 19464

Phone

(215) 793-4300

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

2024-10-01

Tax period

2025-09-30

Filed

2026-02-20

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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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