Original filing (PDF)20250513121214NAL0018073329001

AMSTERDAM, WEISGOLD, BAUMGARTEN & INGBER, P.C.

Name: AMSTERDAM, WEISGOLD, BAUMGARTEN & INGBER, P.C. — AMSTERDAM, WEISGOLD, BAUMGARTEN & INGBER, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: AMSTERDAM, WEISGOLD, BAUMGARTEN & INGBER, P.C.

Form 5500-SF

FILING_RECEIVED

AMSTERDAM, WEISGOLD, BAUMGARTEN & INGBER, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 AMSTERDAM, WEISGOLD, BAUMGARTEN & INGBER, P.C..

Plan sponsor

Name

AMSTERDAM, WEISGOLD, BAUMGARTEN & INGBER, P.C.

EIN

23-2148658

Address

100 S. BROAD STREET - SUITE 2000 · PHILADELPHIA, PA · 19110

Phone

(215) 568-8130

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-13

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

D. MARK BEAVERS, DDS, LLC

D. MARK BEAVERS, DDS, LLC 401(K) PROFIT SHARING PLAN

$3.2M · 6 participants

TUSCALOOSA PEDIATRIC DENTISTRY, P.C.

TUSCALOOSA PEDIATRIC DENTISTRY RETIREMENT SAVINGS PLAN

$3.2M · 11 participants

WINNIE YU, D.M.D., P.C.

WINNIE YU, DMD PROFIT SHARING PLAN

$3.2M · 5 participants

TOWN DENTAL, PA

TOWN DENTAL 401(K) PROFIT SHARING PLAN

$3.2M · 13 participants

APPLETON DENTAL ASSOCIATES, P.C.

APPLETON DENTAL ASSOCIATES PC 401(K) PLAN