Original filing (PDF)20251001084826NAL0031221634001

MITCHELL A. JOSEPHS, D.D.S., P.A.

Name: MITCHELL A. JOSEPHS, D.D.S., P.A. — MITCHELL A. JOSEPHS, D.D.S., P.A. 401(K) PLAN, Form 5500 (2024)
Creator: MITCHELL A. JOSEPHS, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

MITCHELL A. JOSEPHS, D.D.S., P.A. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$994K

Net assets (EOY)

$994K

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MITCHELL A. JOSEPHS, D.D.S., P.A..

Plan sponsor

Name

MITCHELL A. JOSEPHS, D.D.S., P.A.

EIN

65-0386857

Address

44 COCONUT ROW, SUITE 206 · PALM BEACH, FL · 33480

Phone

(561) 832-4675

Industry