Original filing (PDF)20230703151849NAL0011285825001

HENRY A. FASTEAU

Name: HENRY A. FASTEAU — HENRY A. FASTEAU PROFIT SHARING PLAN, Form 5500 (2022)
Creator: HENRY A. FASTEAU

Form 5500-SF

FILING_RECEIVED

HENRY A. FASTEAU PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HENRY A. FASTEAU.

Plan sponsor

Name

HENRY A. FASTEAU

EIN

52-1275689

Address

5042 DORSEY HALL DR · ELLICOTT CITY, MD · 210427752

Phone

(410) 964-3020

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-03

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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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TENAFLY ORTHODONTIC ASSOCIATES, LLC