Original filing (PDF)20241213144120NAL0028481730001

Robert G Veligdan DMD PC

Name: Robert G Veligdan DMD PC — Form 5500 (2023)
Creator: Robert G Veligdan DMD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Robert G Veligdan DMD PC held $72K in plan assets for 3 participants in 2023.

Signals · 1

Late filing · 0.9 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.9 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT G VELIGDAN DMD PC.

Plan sponsor

Name

ROBERT G VELIGDAN DMD PC

EIN

26-0182384all filings

Address

343 W 58TH ST SUITE 5 · NEW YORK, NY · 10019

Phone

(212) 832-2330

Industry

Offices of Dentists· Health Care & Social Assistance

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

2024-12-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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