Original filing (PDF)20250722090340NAL0001073395002

ISABELLE M. BRUNETTI-PAI, DDS

Name: ISABELLE M. BRUNETTI-PAI, DDS — ISABELLE M. BRUNETTI-PAI, DDS 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ISABELLE M. BRUNETTI-PAI, DDS

Form 5500-SF

FILING_RECEIVED

ISABELLE M. BRUNETTI-PAI, DDS 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 ISABELLE M. BRUNETTI-PAI, DDS.

Plan sponsor

Name

ISABELLE M. BRUNETTI-PAI, DDS

EIN

22-2729436

Address

1323 ROUTE 9 · SUITE 104 · WAPPINGERS FALLS, NY · 12590

Phone

(845) 297-1522

Industry

Offices of Dentists· 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

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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