Original filing (PDF)20241007185830NAL0016622625001

LOREN J. GROSSMAN, DMD

Name: LOREN J. GROSSMAN, DMD — LOREN GROSSMAN, D.M.D. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LOREN J. GROSSMAN, DMD

Form 5500-SF

FILING_RECEIVED

LOREN GROSSMAN, D.M.D. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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 LOREN J. GROSSMAN, DMD.

Plan sponsor

Name

LOREN J. GROSSMAN, DMD

EIN

23-2521756

Address

375 PIERCE STREET · KINGSTON, PA · 18704

Phone

(570) 283-1130

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

2024-10-07

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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