Original filing (PDF)20240731161507NAL0037157168003

DAVID KURZINSKY

Name: DAVID KURZINSKY — DAVID KURZINSKY RETIREMENT PLAN, Form 5500 (2023)
Creator: DAVID KURZINSKY

Form 5500-SF

FILING_RECEIVED

DAVID KURZINSKY RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DAVID KURZINSKY.

Plan sponsor

Name

DAVID KURZINSKY

EIN

23-2175926

Address

25 E CENTRE ST · PENNSYLVANIA, PA · 17976

Phone

(570) 462-1971

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

2024-07-31

Pension benefit codes

2E · Profit-sharing

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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