Original filing (PDF)20251001131700NAL0005941459001

Timothy R. Liptak, DMD & Associates, LLC

Name: Timothy R. Liptak, DMD & Associates, LLC — Form 5500 Plan 002 (2024)
Creator: Timothy R. Liptak, DMD & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Timothy R. Liptak, DMD & Associates Profit Sharing/Safe Harbor 401(k) Plan

401(k) retirement plan · Timothy R. Liptak, DMD & Associates, LLC's Timothy R. Liptak, DMD & Associates Profit Sharing/Safe Harbor 401(k) Plan held $2.5M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIMOTHY R. LIPTAK, DMD & ASSOCIATES, LLC.

Plan sponsor

Name

TIMOTHY R. LIPTAK, DMD & ASSOCIATES, LLC

EIN

26-2862049all filings

Address

114 1/2 ASHLEY AVENUE · CHARLESTON, SC · 29401

Phone

(843) 577-6376

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator