How big is Brian J. Rosenzweig, D.M.D., P.C.'s plan?

Brian J. Rosenzweig, D.M.D., P.C.'s plan reported $540K in assets and 10 participants for 2024.

Original filing (PDF)20250918155042NAL0001588513001

Brian J. Rosenzweig, D.M.D., P.C.

Name: Brian J. Rosenzweig, D.M.D., P.C. — Brian J. Rosenzw, Form 5500 (2024)
Creator: Brian J. Rosenzweig, D.M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian J. Rosenzweig, D.M.D., P.C. Cash Balance Plan & Trust

Defined-benefit pension plan · Brian J. Rosenzweig, D.M.D., P.C.'s Brian J. Rosenzweig, D.M.D., P.C. Cash Balance Plan & Trust held $540K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$540K

Net assets (EOY)

$540K

Plan identifiers

Brian J. Rosenzweig, D.M.D., P.C.'s EIN is 55-0818729.

EIN 55-0818729

Plan number 002

Plan year 2024

ACK ID 20250918155042NAL0001588513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian J. Rosenzweig, D.M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian J. Rosenzweig, D.M.D., P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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Plan health score

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score