Original filing (PDF)20230113134540NAL0013630513001

JASON P. ROSENFELD, DMD

Name: JASON P. ROSENFELD, DMD — JASON P. ROSENFELD, DMD, PC 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JASON P. ROSENFELD, DMD

Form 5500-SF

FILING_RECEIVED

JASON P. ROSENFELD, DMD, PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON P. ROSENFELD, DMD.

Plan sponsor

Name

JASON P. ROSENFELD, DMD

EIN

22-3632570

Address

1395 ROUTE 23 SOUTH · BUTLER, NJ · 07405

Phone

(973) 838-0093

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-01-13

Pension benefit codes

2E · Profit-sharing

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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