· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GARY M. MORGANSTERN, D.D.S., P.C. — GARY M. MORGANSTERN, D.D.S., P.C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250916093614NAL0001102435001
GARY M. MORGANSTERN, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
GARY M. MORGANSTERN, D.D.S., P.C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GARY M. MORGANSTERN, D.D.S., P.C.
.
Find decision makers
Plan sponsor
Name
GARY M. MORGANSTERN, D.D.S., P.C.
EIN
27-4516334
Address
3118 CLUBHOUSE ROAD · MERRICK, NY · 11566
Phone
(516) 868-0200
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
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
INTEGRATED ORAL HEALTH, PC
INTEGRATED ORAL HEALTH, PC 401(K) RETIREMENT PLAN
$1.3M · 14 participants
BEANCA CHU , D . D.S. , A PROFESSIONAL CORP.
BEANCA CHU, DDS, APC CASH BALANCE PLAN
$1.3M · 10 participants
CHAD C. PERRY, DDS, PLLC
PM INVESTMENT RETIREMENT PLAN & TRUST
$1.3M · 10 participants
SHELLY L. MCCOLM, D.D.S., P.A.
SHELLY L. MCCOLM, D.D.S., P.A. 401(K) PLAN
$1.3M · 6 participants
KYLE & OSTER DENTAL PARTNERSHIP CHICO DENTAL ARTS
CHICO DENTAL ARTS 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.3M · 10 participants
ZACHARY MCCALLUM DDS SC
TRADITION FAMILY DENTISTRY 401(K) PLAN
$1.3M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
