Original filing (PDF)20250924102929NAL0008000528001

MARC N. RUBINSTEIN DDS, LLC

Name: MARC N. RUBINSTEIN DDS, LLC — MARC N. RUBINSTEIN DDS, LLC 401 K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARC N. RUBINSTEIN DDS, LLC

Form 5500-SF

FILING_RECEIVED

MARC N. RUBINSTEIN DDS, LLC 401 K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 MARC N. RUBINSTEIN DDS, LLC.

Plan sponsor

Name

MARC N. RUBINSTEIN DDS, LLC

EIN

43-1953964

Address

2440 RESEARCH BLVD. · SUITE 120 · ROCKVILLE, MD · 20850

Phone

(301) 963-3333

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

2025-09-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

BURBA & MARIPURI, PLLC

BURBA & MARIPURI, PLLC 401 K PLAN

$3.6M · 20 participants

ADVANCED FAMILY DENTISTRY

ADVANCED FAMILY DENTISTRY 401(K) PLAN

$3.6M · 23 participants

CHILDREN DENTAL CARE, INC.

CHILDREN DENTAL CARE 401(K) PROFIT SHARING PLAN

$3.6M · 13 participants

DR. BRAD WELSH AND ASSOCIATES, INC.

BRADLEY R. WELSH, D.D.S. 401(K) PROFIT SHARING PLAN

$3.6M · 13 participants

KEVIN C. COOPER, D.D.S., P.C.

KEVIN C. COOPER, D.D.S., P.C. 401K PROFIT SHARING PLAN