Original filing (PDF)20251008215227NAL0010021216001

FRANCIS J. BARBIERI, JR. D.D.S.

Name: FRANCIS J. BARBIERI, JR. D.D.S. — FRANCIS BARBIERI, JR. D.D.S. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FRANCIS J. BARBIERI, JR. D.D.S.

Form 5500-SF

FILING_RECEIVED

FRANCIS BARBIERI, JR. D.D.S. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANCIS J. BARBIERI, JR. D.D.S..

Plan sponsor

Name

FRANCIS J. BARBIERI, JR. D.D.S.

EIN

22-2726310all filings

Address

308 EAST MAIN STREET · SOMERVILLE, NJ · 08876

Phone

(908) 218-0040

Industry