· 2022–2024 · DOL EFAST2

Edwin J. Szczepanik, D.M.D. — Edwin J. Szczepanik, Form 5500 (2024)

Original filing (PDF)20250925092658NAL0010289635001

Edwin J. Szczepanik, D.M.D.

Form 5500-SF

FILING_RECEIVED

Edwin J. Szczepanik, D.M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · Edwin J. Szczepanik, D.M.D.'s Edwin J. Szczepanik, D.M.D. 401(k) Profit Sharing Plan held $3.6M in plan assets for 7 participants in 2024.

Active participants

7

Accounts w/ balance

9

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWIN J. SZCZEPANIK, D.M.D..

Plan sponsor

Name

EDWIN J. SZCZEPANIK, D.M.D.

EIN

59-2160295all filings

Address

7758 WALLACE ROAD · STE 3 · ORLANDO, FL · 32819

Phone

(407) 352-6888

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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