How big is Jeffrey A. Halpern, D.D.S., Ltd.'s plan?

Jeffrey A. Halpern, D.D.S., Ltd.'s plan reported $4.0M in assets and 4 participants for 2024.

Original filing (PDF)20250618095720NAL0003289760001

Jeffrey A. Halpern, D.D.S., Ltd.

Name: Jeffrey A. Halpern, D.D.S., Ltd. — Jeffrey A., Form 5500 (2024)
Creator: Jeffrey A. Halpern, D.D.S., Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey A. Halpern, D.D.S., Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey A. Halpern, D.D.S., Ltd.'s Jeffrey A. Halpern, D.D.S., Ltd. 401(k) Profit Sharing Plan held $4.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Leo J Wayman signed Jeffrey A. Halpern, D.D.S., Ltd.'s 2024 Form 5500 as plan administrator.

Leo J Wayman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey A. Halpern, D.D.S., Ltd.'s EIN is 36-4019440.

EIN 36-4019440

Plan number 001

Plan year 2024

ACK ID 20250618095720NAL0003289760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey A. Halpern, D.D.S., Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey A. Halpern, D.D.S., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY A. HALPERN, D.D.S., LTD..

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

JEFFREY A. HALPERN, D.D.S., LTD.

EIN

all filings

Address

701 LEE STREET, SUITE 640 · DES PLAINES, IL · 60016

Phone

(847) 827-6300

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator