Original filing (PDF)20241003145911NAL0005799683001

MICHAEL A. BLUM, DDS

Name: MICHAEL A. BLUM, DDS — MICHAEL A. BLUM DDS PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: MICHAEL A. BLUM, DDS

Form 5500-SF

FILING_RECEIVED

MICHAEL A. BLUM DDS PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL A. BLUM, DDS.

Plan sponsor

Name

MICHAEL A. BLUM, DDS

EIN

34-1645053all filings

Address

55 SOUTH MILLER ROAD SUITE 102 · FAIRLAWN, OH · 443334167

Phone

(330) 836-8050

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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