Original filing (PDF)20250904104928NAL0009674611001

PETER M. FAMIGLIO, D.M.D., P.C.

Name: PETER M. FAMIGLIO, D.M.D., P.C. — PETER M. FAMIGLIO, D.M.D., P.C. PENSION PLAN, Form 5500 (2023)
Creator: PETER M. FAMIGLIO, D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

PETER M. FAMIGLIO, D.M.D., P.C. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 PETER M. FAMIGLIO, D.M.D., P.C..

Plan sponsor

Name

PETER M. FAMIGLIO, D.M.D., P.C.

EIN

23-2797311

Address

1141 BRAEFIELD ROAD · CHESTER SPRINGS, PA · 194251911

Phone

(610) 363-7000

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-04

Pension benefit codes

1C · Cash balance or similar hybrid DB

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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ORTHODONTIC SPECIALISTS OF GREEN BAY, LTD.