Original filing (PDF)20260121183818NAL0003789313001

BRETT DAVID JULIANO, DMD, PA

Name: BRETT DAVID JULIANO, DMD, PA — BRETT DAVID JULIANO, DMD, PA 401(K) PLAN, Form 5500 (2024)
Creator: BRETT DAVID JULIANO, DMD, PA

Form 5500-SF

FILING_RECEIVED

BRETT DAVID JULIANO, DMD, PA 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRETT DAVID JULIANO, DMD, PA.

Plan sponsor

Name

BRETT DAVID JULIANO, DMD, PA

EIN

65-0725757

Address

801 MEADOWS ROAD, SUITE 115 · BOCA RATON, FL · 33486

Phone

(561) 392-9766

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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