Back to filter
Original filing (PDF)20230928121604NAL0024714610001
VIC MARTEL, D.M.D., P.A.
Form 5500-SF
FILING_RECEIVED
VIC MARTEL, D.M.D., P.A. 401(K) PLAN
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIC MARTEL, D.M.D., P.A..
Plan sponsor
Name
VIC MARTEL, D.M.D., P.A.
EIN
65-0793996
Address
1525 NORTH FLAGER · WEST PALM BEACH, FL · 33401
Phone
(973) 989-7970
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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 providersRelated plans
Similar-size Offices of Dentists plans
WILLIAM MCCUNE DDS
CREEKSIDE DENTAL 401(K) PLAN
$1.6M · 10 participants
ULTIMATE SMILE DESIGN, P.L.L.C.
ULTIMATE SMILE DESIGN, P.L.L.C. 401(K) PROFIT SHARING PLAN
$1.6M · 12 participants
ROBERT R. WATTS, DDS, PLLC
ROBERT R. WATTS D.D.S. CASH BALANCE PLAN
$1.6M · 11 participants
REZA MALEKZADEH, D.D.S., INC.
REZA MALEKZADEH, D.D.S., INC. DEFINED BENEFIT PENSION PLAN
$1.6M · 4 participants
ELEVATE SPECIALISTS LLC
ELEVATE SPECIALISTS LLC 401(K) PLAN & TRUST
$1.6M · 35 participants
DOUGLAS F. CHITSEY, DDS, P.A.
DOUGLAS F. CHITSEY, DDS, P.A. 401(K) RETIREMENT PLAN
$1.6M · 8 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants