Original filing (PDF)20250818055221NAL0001674688001

JEFFREY A. BAUMRIND, DDS, P.C.

Name: JEFFREY A. BAUMRIND, DDS, P.C. — JEFFREY A. BAUMRIND DDS PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY A. BAUMRIND, DDS, P.C.

Form 5500-SF

FILING_RECEIVED

JEFFREY A. BAUMRIND DDS PC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 JEFFREY A. BAUMRIND, DDS, P.C..

Plan sponsor

Name

JEFFREY A. BAUMRIND, DDS, P.C.

EIN

58-1459695

Address

100 PEACHTREE STREET, SUITE 1820 · ATLANTA, GA · 30303

Phone

(404) 659-4222

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

SARABESS BAUMRIND

EIN

54-1459695

City

ATLANTA, GA

Phone

(404) 659-4222

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-18

Pension benefit codes

2E · Profit-sharing

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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