Original filing (PDF)20250502124040NAL0007008656001

PETER PAUL PATELLIS, D.M.D., P. A.

Name: PETER PAUL PATELLIS, D.M.D., P. A. — PETER PAUL PATELLIS, D.M.D., P. A. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PETER PAUL PATELLIS, D.M.D., P. A.

Form 5500-SF

FILING_RECEIVED

PETER PAUL PATELLIS, D.M.D., P. A. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 PETER PAUL PATELLIS, D.M.D., P. A..

Plan sponsor

Name

PETER PAUL PATELLIS, D.M.D., P. A.

EIN

23-2717945

Address

208 N. UNION STREET · KENNETT SQUARE, PA · 19348

Phone

(610) 444-6311

Industry

Offices of Dentists· 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

2025-05-02

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

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

APPALACHIAN DENTAL, PLLC

APPALACHIAN DENTAL SPECIALISTS 401(K) PLAN

$1.8M · 5 participants

A. TODD SMITH, DDS, P.A.

A. TODD SMITH, DDS, P.A. RETIREMENT PLAN & TRUST

$1.8M · 13 participants

L & H DENTAL INC.

DAI-CHEN LIU DDS & FEI-YA HU DDS, MS RETIREMENT PLAN

$1.8M · 5 participants

A BRIGHTER SMILE LLC

A BRIGHTER SMILE LLC PROFIT SHARING 401(K) PLAN

$1.8M · 55 participants

RICHARD DRUCE, D.D.S., P.A.

RICHARD DRUCE, D.D.S., P.A. RETIREMENT PLAN