Original filing (PDF)20240304173250NAL0022579169001

ANTHONY G. MILAZZO D.D.S. P.C.

Name: ANTHONY G. MILAZZO D.D.S. P.C. — ANTHONY G MILAZZO, DDS, PC RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: ANTHONY G. MILAZZO D.D.S. P.C.

Form 5500-SF

FILING_RECEIVED

ANTHONY G MILAZZO, DDS, PC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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 ANTHONY G. MILAZZO D.D.S. P.C..

Plan sponsor

Name

ANTHONY G. MILAZZO D.D.S. P.C.

EIN

38-3696539

Address

4771 ROUTE 71 · OSWEGO, IL · 605437415

Phone

(630) 554-8600

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

2024-03-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2V · PEO multiple-employer plan

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

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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