Original filing (PDF)20250710221452NAL0006958801001

ALLAN GOLDSTEIN, D.D.S., P.C.

Name: ALLAN GOLDSTEIN, D.D.S., P.C. — ALLAN GOLDSTEIN, D.D.S., P.C. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALLAN GOLDSTEIN, D.D.S., P.C.

Form 5500-SF

FILING_RECEIVED

ALLAN GOLDSTEIN, D.D.S., P.C. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 ALLAN GOLDSTEIN, D.D.S., P.C..

Plan sponsor

Name

ALLAN GOLDSTEIN, D.D.S., P.C.

EIN

23-1928637

Address

19 NORTH YORK ROAD · WILLOW GROVE, PA · 19090

Phone

(215) 657-0888

Industry

Offices of Physicians· 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

2025-07-10

Pension benefit codes

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

THE DAVID DREW CLINIC

THE DAVID DREW CLINIC 401(K) PLAN

$2.8M · 15 participants

PDCA 401(K) PLAN

$2.8M · 18 participants

TERRY R. BAKER, MD, PA

TERRY R. BAKER, MD, PA 401(K) PLAN

$2.8M · 7 participants

SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC.

SAN DIEGO CARDIOVASCULAR AND THORACIC SURGEONS, INC. 401(K) PROFIT SHARING PLAN

$2.8M · 9 participants

HARRIS, WILCOX & DONOVAN, P.A. DBA CLAY EYE PHYSICIANS & SURGEONS

CLAY EYE PHYSICIANS & SURGEONS CASH BALANCE PLAN-005