Original filing (PDF)20250828082815NAL0020115410001

RICHARD A. LEVIN, MD, DMD, LLC

Name: RICHARD A. LEVIN, MD, DMD, LLC — RICHARD A. LEVIN, M.D., D.M.D. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: RICHARD A. LEVIN, MD, DMD, LLC

Form 5500-SF

FILING_RECEIVED

RICHARD A. LEVIN, M.D., D.M.D. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 RICHARD A. LEVIN, MD, DMD, LLC.

Plan sponsor

Name

RICHARD A. LEVIN, MD, DMD, LLC

EIN

55-0789127

Address

1305 POST ROAD · FAIRFIELD, CT · 06430

Phone

(203) 259-4700

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

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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