Original filing (PDF)20240711144006NAL0033343554001

DR BRETT H LOESER D D S PC

Name: DR BRETT H LOESER D D S PC — DR BRETT H LOESER D D S PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: DR BRETT H LOESER D D S PC

Form 5500-SF

FILING_RECEIVED

DR BRETT H LOESER D D S PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 DR BRETT H LOESER D D S PC.

Plan sponsor

Name

DR BRETT H LOESER D D S PC

EIN

22-3189017

Address

326 ERNSTON RD · PARLIN, NJ · 088591937

Phone

(732) 721-0303

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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