Original filing (PDF)20250715173442NAL0002504865001

PETER M. SHEEHAN, D.D.S., M.S., P.C.

Name: PETER M. SHEEHAN, D.D.S., M.S., P.C. — PETER M. SHEEHAN, D.D.S., M.S., P.C. RATE GROUP 401(K) PSP&T, Form 5500 (2024)
Creator: PETER M. SHEEHAN, D.D.S., M.S., P.C.

Form 5500-SF

FILING_RECEIVED

PETER M. SHEEHAN, D.D.S., M.S., P.C. RATE GROUP 401(K) PSP&T

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 PETER M. SHEEHAN, D.D.S., M.S., P.C..

Plan sponsor

Name

PETER M. SHEEHAN, D.D.S., M.S., P.C.

EIN

52-1680914

Address

13212 EXECUTIVE PARK TERRACE · GERMANTOWN, MD · 20874

Phone

(301) 972-0600

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

PETER M. SHEEHAN, D.D.S., M.S., P.C.

EIN

52-1680914

City

GERMANTOWN, MD

Phone

(301) 972-0600

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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