Original filing (PDF)20251003162812NAL0002629456001

DONALD S. DAZEN DMD

Name: DONALD S. DAZEN DMD — D.S. DAZEN PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DONALD S. DAZEN DMD

Form 5500-SF

FILING_RECEIVED

D.S. DAZEN PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 DONALD S. DAZEN DMD.

Plan sponsor

Name

DONALD S. DAZEN DMD

EIN

25-1723512

Address

710 BROADWAY STREET · MCKEES ROCKS, PA · 15136

Phone

(412) 331-1115

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

2A · Age/service weighted or new comparability

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ADAM J. FRIEDER, D.D.S.

ADAM J. FRIEDER, D.D.S. 401(K) PROFIT SHARING PLAN

$1.3M · 7 participants

MICHAEL L. MATSUDA, DDS, PC

MICHAEL L. MATSUDA, DDS, PC 401(K) PROFIT SHARING PLAN

$1.3M · 6 participants

LISA D. CASTLEMAN, D.D.S.

LISA D. CASTLEMAN, D. D. S. 401(K) PLAN

$1.3M · 4 participants

EMILY F. HOWELL, DMD, PC

EMILY F. HOWELL, DMD, PC 401(K) RETIREMENT PLAN

$1.3M · 10 participants

SHANNON VANN, DDS

SHANNON VANN, DDS 401(K) PLAN