· 2022–2024 · DOL EFAST2

PAUL J. RUBENSTEIN, D.M.D., P.A. — PAUL J. RUBENSTEIN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)

Original filing (PDF)20230918090828NAL0017108163001

PAUL J. RUBENSTEIN, D.M.D., P.A.

Form 5500-SF

FILING_RECEIVED

PAUL J. RUBENSTEIN, D.M.D., P.A. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

0

Accounts w/ balance

1

Plan assets (EOY)

$549K

Net assets (EOY)

$549K

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

100

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PAUL J. RUBENSTEIN, D.M.D., P.A.

EIN

59-3304682all filings

Address

4645 KEYSVILLE AVENUE · SPRING HILL, FL · 34608

Phone

(352) 683-0297

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-18

Pension benefit codes

2E · Profit-sharing

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

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