Original filing (PDF)20251006213637NAL0002352963001

MARY BETH DUNN, DDS

Name: MARY BETH DUNN, DDS — MARY BETH DUNN, DDS CASH BALANCE PLAN, Form 5500 (2024)
Creator: MARY BETH DUNN, DDS

Form 5500-SF

FILING_RECEIVED

MARY BETH DUNN, DDS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARY BETH DUNN, DDS.

Plan sponsor

Name

MARY BETH DUNN, DDS

EIN

27-1754681all filings

Address

301 OLD MEADOW DR. · EAST AMHERST, NY · 14051

Phone

(716) 864-0605

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Offices of Dentists plans

TANVEER RIAR, D.M.D., INC.

TANVEER RIAR, D.M.D., INC. 401(K) PLAN

$312K · 8 participants

MONSON DENTAL CENTER

MONSON DENTAL CENTER 401(K) PLAN

$312K · 8 participants

GOLDEN ACRES, PLLC DBA NORTH SHORE ORTHODONTICS

GOLDEN ACRES, PLLC DBA NORTH SHORE ORTHODONTICS 401(K) PLAN

$312K · 4 participants

RICHBORO SMILES

RICHBORO SMILES PROFIT SHARING PLAN

$313K · 2 participants

JOOROK PARK, DMD, INC.

JOOROK PARK, DMD, INC. 401(K) PROFIT SHARING PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.