Original filing (PDF)20240206100600NAL0000027809001

SERGE PAPIERNIK, D.D.S., P.A.

Name: SERGE PAPIERNIK, D.D.S., P.A. — SERGE PAPIERNIK, D.D.S., P.A. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SERGE PAPIERNIK, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

SERGE PAPIERNIK, D.D.S., P.A. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SERGE PAPIERNIK, D.D.S., P.A..

Plan sponsor

Name

SERGE PAPIERNIK, D.D.S., P.A.

EIN

65-0361393

Address

9350 S. DIXIE HWY · SUITE 920 · MIAMI, FL · 33156

Phone

(305) 670-5100

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-02-06

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

BRAZOS VALLEY DENTAL GROUP, PLLC

BRIAN S. BLACK, D.D.S., P.L.L.C. 401(K) RETIREMENT PLAN

$1.8M · 19 participants

GARY L. POOL, D.M.D., M.S., P.C.

GARY L. POOL, D.M.D., M.S., P.C. RETIREMENT PLAN

$1.8M · 12 participants

SAYMAN ELITE ENDODONTICS, PA

SAYMAN ELITE ENDODONTICS, PA DEFINED BENEFIT PENSION PLAN AND TRUST

$1.8M · 3 participants

BELINDA S. GRANADA, DDS, PC

BELINDA S. GRANADA, DDS, PC CASH BALANCE PLAN

$1.8M · 4 participants

CASEY BRUHN, DDS, PC 401(K) PROFIT SHARING PLAN