· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEVEN TAM, DMD, PC — STEVEN TAM, DMD, PC PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250505121517NAL0005815363001
STEVEN TAM, DMD, PC
Form 5500-SF
FILING_RECEIVED
STEVEN TAM, DMD, PC PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEVEN TAM, DMD, PC
.
Find decision makers
Plan sponsor
Name
STEVEN TAM, DMD, PC
EIN
45-3265603
Address
42-25 80TH STREET, SUITE LA · ELMHURST, NY · 11373
Phone
(917) 882-0818
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-05-05
Pension benefit codes
1A · Pay-related DB formula
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
Related plans
Similar-size Offices of Dentists plans
HAL SOLOMON DDS LLC
HAL SOLOMON DDS LLC 401(K) PROFIT SHARING PLAN
$1.2M · 8 participants
DOUGLAS ENRIQUE MELGAR, D.D.S., INC.
DOUGLAS ENRIQUE MELGAR, D.D.S., INC. RETIREMENT PLAN
$1.2M · 4 participants
JING-JING QIAN, D.D.S., INC.
JING-JING QIAN, D.D.S., INC. 401(K) SAFE HARBOR PROFIT SHARING PLAN
$1.2M · 6 participants
MARK H. WRIGHT, D.D.S., P.C.
MARK H. WRIGHT D.D.S., P.C. 401(K) PLAN
$1.2M · 6 participants
PETER R. BROWN, DMD, LLC
PETER R. BROWN, DMD, LLC 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 8 participants
MANCUSO DENTAL LLC
MANCUSO DENTAL LLC 401(K) PLAN
$1.2M · 16 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B