How big is DREW A. Shulman, D.M.D., P.C.'s plan?

DREW A. Shulman, D.M.D., P.C.'s plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20250531120554NAL0005755955001

DREW A. Shulman, D.M.D., P.C.

Name: DREW A. Shulman, D.M.D., P.C. — DREW A. Shulman, Form 5500 (2024)
Creator: DREW A. Shulman, D.M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DREW A. Shulman, D.M.D., P.C. Cash Balance Plan

Defined-benefit pension plan · DREW A. Shulman, D.M.D., P.C.'s DREW A. Shulman, D.M.D., P.C. Cash Balance Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

DREW A. Shulman, D.M.D., P.C.'s EIN is 23-2814394.

EIN 23-2814394

Plan number 002

Plan year 2024

ACK ID 20250531120554NAL0005755955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DREW A. Shulman, D.M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DREW A. Shulman, D.M.D., P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score