· 2022–2024 · DOL EFAST2

MATTHEW R SPATZNER D.D.S. L.L.C. — MATTHEW R. SPATZNER, D.D.S., L.L.C. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250214113608NAL0012889411001

MATTHEW R SPATZNER D.D.S. L.L.C.

Form 5500-SF

FILING_RECEIVED

MATTHEW R. SPATZNER, D.D.S., L.L.C. 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

4

Accounts w/ balance

2

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MATTHEW R SPATZNER D.D.S. L.L.C..

Plan sponsor

Name

MATTHEW R SPATZNER D.D.S. L.L.C.

EIN

26-4131864all filings

Address

170 CHANGEBRIDGE ROAD · SUITE B3-3 · MONTVILLE, NJ · 07045

Phone

(973) 575-5555

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

2025-02-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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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