Original filing (PDF)20250506125742NAL0020462850001

JOSE A. SAPIA, DMD, PC

Name: JOSE A. SAPIA, DMD, PC — JOSE A. SAPIA, DMD, PC 401(K) PLAN, Form 5500 (2024)
Creator: JOSE A. SAPIA, DMD, PC

Form 5500-SF

FILING_RECEIVED

JOSE A. SAPIA, DMD, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOSE A. SAPIA, DMD, PC.

Plan sponsor

Name

JOSE A. SAPIA, DMD, PC

EIN

30-0312133

Address

PO BOX 337 · SAGAMORE BEACH, MA · 02562

Phone

(508) 888-6400

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

2025-05-06

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

Related plans

Similar-size Offices of Dentists plans

SHEFALI PILAR, DDS, LLC

SHEFALI PILAR, DDS, LLC 401(K) PLAN

$1.1M · 11 participants

BAYE DENTISTRY

BAYE DENTISTRY 401(K) PLAN

$1.1M · 17 participants

MARK S MORRIS DDS PLLC

MARK S MORRIS DDS PLLC 401(K) PLAN

$1.1M · 13 participants

CHRISTINA MUELLER, D.D.S., LLC

CHRISTINA MUELLER, D.D.S., LLC 401(K) PROFIT SHARING PLAN AND TRUST

$1.1M · 5 participants

ANDOVER PERIODONTICS, P.C.

ANDOVER PERIODONTICS, P.C. 401(K) PROFIT SHARING PLAN & TRUST