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DANIEL J. PASSIDOMO, D.M.D., P.C. — DANIEL J. PASSIDOMO, D.M.D., P.C. RETIREMENT PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718161619NAL0003165232001
DANIEL J. PASSIDOMO, D.M.D., P.C.
Form 5500-SF
FILING_RECEIVED
DANIEL J. PASSIDOMO, D.M.D., P.C. RETIREMENT PLAN & TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
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
DANIEL J. PASSIDOMO, D.M.D., P.C.
.
Find decision makers
Plan sponsor
Name
DANIEL J. PASSIDOMO, D.M.D., P.C.
EIN
31-1592711
Address
9989 DAYTON-LEBANON PIKE, UNIT 2B · CENTERVILLE, OH · 45458
Phone
(937) 886-9935
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
2025-07-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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