Original filing (PDF)20250701212451NAL0013002945001

PHILIP R. MASCIA, DDS,PC

Name: PHILIP R. MASCIA, DDS,PC — PHILIP R. MASCIA, DDS CASH BALANCE PLAN, Form 5500 (2024)
Creator: PHILIP R. MASCIA, DDS,PC

Form 5500-SF

FILING_RECEIVED

PHILIP R. MASCIA, DDS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$984K

Net assets (EOY)

$984K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILIP R. MASCIA, DDS,PC.

Plan sponsor

Name

PHILIP R. MASCIA, DDS,PC

EIN

56-2404298

Address

360 FEDERAL ROAD · BROOKFIELD, CT · 06804

Phone

(203) 775-3344

Industry

Offices of Dentists· 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

2025-07-01

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Offices of Dentists plans

REZNIK ORTHODONTICS, LLP

REZNIK ORTHODONTICS, LLP RETIREMENT PLAN

$984K · 19 participants

JASON M. GRINTER, DDS, PC

JASON M. GRINTER, DDS, PC RETIREMENT PLAN

$984K · 6 participants

SHAUNA L. GAUTHIER, DMD, PLLC

SHAUNA L. GAUTHIER, DMD, PLLC 401(K) PLAN

$984K · 4 participants

DR. ROXANE DORNBUSCH

DR. ROXANE DORNBUSCH PROFIT SHARING PLAN

$984K · 4 participants

HAI HUANG DDS PROFESSIONAL CORPORATION DBA LAKE MERRITT DENTAL

LAKE MERRITT DENTAL 401(K) PLAN