Original filing (PDF)20250702123026NAL0019814672001

ROBIN D KURTZ

Name: ROBIN D KURTZ — ROBIN D KURTZ DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBIN D KURTZ

Form 5500-SF

FILING_RECEIVED

ROBIN D KURTZ DDS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 ROBIN D KURTZ.

Plan sponsor

Name

ROBIN D KURTZ

DBA

ROBIN D KURTZ DDS

EIN

31-1339323

Address

4000 PARKMEAD DR STE 300 · GROVE CITY, OH · 431234908

Phone

(614) 875-6357

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

2R · Participant-directed brokerage (SDBA)

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

BOPHARY K. EA-LIM, D.D.S., LLC

BOPHARY K. EA-LIM, D.D.S., LLC 401(K) RATE GROUP PROFIT SHARING PLAN

$2.0M · 1 participants

JOHN L. ROTTSCHALK, DMD, PC

DR. JOHN ROTTSCHALK DENTAL GROUP RETIREMENT PLAN

$2.0M · 8 participants

KENWARD & MAYORAL DENTISTRY PARTNERSHIP

KENWARD & MAYORAL DENTISTRY PARTNERSHIP RETIREMENT PLAN

$2.0M · 6 participants

ANDREW C. PALERMO, D.D.S., P.C.

ANDREW C. PALERMO, D.D.S., P.C. RETIREMENT PLAN

$2.0M · 4 participants

NATHAN G. RUSSELL, D.D.S., PC DBA ISLANDENTAL