Original filing (PDF)20250516161609NAL0020536161001

JOANNE M. BERNARD, D.D.S., P.A.

Name: JOANNE M. BERNARD, D.D.S., P.A. — JOANNE M. BERNARD, D.D.S., P.A. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JOANNE M. BERNARD, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

JOANNE M. BERNARD, D.D.S., P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 JOANNE M. BERNARD, D.D.S., P.A..

Plan sponsor

Name

JOANNE M. BERNARD, D.D.S., P.A.

EIN

52-1796384

Address

2411 CROFTON LANE, SUITE 6-B · CROFTON, MD · 211140000

Phone

(301) 261-3993

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-05-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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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