Original filing (PDF)20250506100956NAL0013223280001

DR. SAMI YOUSUF DDS, INC DBA NORWICH FAMILY & COSMETIC DENTISTRY

Name: DR. SAMI YOUSUF DDS, INC DBA NORWICH FAMILY & COSMETIC DENTISTRY — NORWICH AND EAST LYME COSMETIC DENTISTRY RETIREMENT PLAN, Form 5500 (2024)
Creator: DR. SAMI YOUSUF DDS, INC DBA NORWICH FAMILY & COSMETIC DENTISTRY

Form 5500-SF

FILING_RECEIVED

NORWICH AND EAST LYME COSMETIC DENTISTRY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 DR. SAMI YOUSUF DDS, INC DBA NORWICH FAMILY & COSMETIC DENTISTRY.

Plan sponsor

Name

DR. SAMI YOUSUF DDS, INC DBA NORWICH FAMILY & COSMETIC DENTISTRY

EIN

35-2158448

Address

117 LAFAYETTE STREET · NORWICH, CT · 06360

Phone

(860) 887-2231

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

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)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

DUC H. NGUYEN DDS INC.

DUC NGUYEN DDS INC. PENSION PLAN

$1.9M · 2 participants

MARINA ADAMS, D.D.S., INC. A PROFESSIONAL DENTAL CORPORATION

NEW IMAGE DENTAL 401K PLAN

$1.9M · 10 participants

DAVID T. JONES, DDS, PC

DAVID T. JONES DDS 401K PROFIT SHARING PLAN

$1.9M · 7 participants

ST. LOUIS COUNTY ENDODONTICS, LTD

ST. LOUIS COUNTY ENDODONTICS, LTD RETIREMENT PLAN

$1.9M · 5 participants

HAINES FAMILY DENTAL, LLC

HAINES FAMILY DENTAL, LLC 401(K) PROFIT SHARING PLAN