Original filing (PDF)20231010093325NAL0027403921001

JEFFREY A. BELLISARIO, D.D.S., P.C.

Name: JEFFREY A. BELLISARIO, D.D.S., P.C. — JEFFREY A. BELLISARIO, D.D.S., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: JEFFREY A. BELLISARIO, D.D.S., P.C.

Form 5500-SF

FILING_RECEIVED

JEFFREY A. BELLISARIO, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.8M

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 JEFFREY A. BELLISARIO, D.D.S., P.C..

Plan sponsor

Name

JEFFREY A. BELLISARIO, D.D.S., P.C.

EIN

23-2372415

Address

636 WYNNEWOOD ROAD · ARDMORE, PA · 19003

Phone

(610) 642-7024

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2023-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

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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JAMES J. KREUZ,DDS & GREGORY J. DUFFNER,DDS LTD