Original filing (PDF)20251007210103NAL0005216337001

BERKMAN & SHAPIRO ORTHODONTICS, P.C.

Name: BERKMAN & SHAPIRO ORTHODONTICS, P.C. — BERKMAN & SHAPIRO ORTHODONTICS, P.C. 401(K) PLAN, Form 5500 (2024)
Creator: BERKMAN & SHAPIRO ORTHODONTICS, P.C.

Form 5500-SF

FILING_RECEIVED

BERKMAN & SHAPIRO ORTHODONTICS, P.C. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 BERKMAN & SHAPIRO ORTHODONTICS, P.C..

Plan sponsor

Name

BERKMAN & SHAPIRO ORTHODONTICS, P.C.

EIN

33-1055864

Address

8145 COMMERCE ROAD · COMMERCE, MI · 48382

Phone

(248) 360-7878

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CAMERON Y.S. LEE, D.M.D.

CAMERON Y.S. LEE, D.M.D. 401(K) PROFIT SHARING PLAN

$2.6M · 7 participants

J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS

J. ERIC WALDEN, DMD, MS, PLLC DBA NORTHERN KENTUCKY ENDODONTICS CASH BALANCE PENSION PLAN

$2.6M · 6 participants

RICHARD LUDDINGTON, D.M.D., P.C.

RICHARD LUDDINGTON, D.M.D, P.C./ STEPHEN S. LUDDINGTON, D.D.S., M.S., P.C. PROFIT SHARING PLAN

$2.6M · 8 participants

SUSAN CALIRI, D.D.S., INC.

SUSAN CALIRI, D.D.S., INC. 401(K) PROFIT SHARING PLAN

$2.6M · 5 participants