Original filing (PDF)20250506085134NAL0006700131001

EDWARD J. NOLAN, DDS

Name: EDWARD J. NOLAN, DDS — EDWARD J. NOLAN, DDS EMPLOYEES' PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: EDWARD J. NOLAN, DDS

Form 5500-SF

FILING_RECEIVED

EDWARD J. NOLAN, DDS EMPLOYEES' PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 EDWARD J. NOLAN, DDS.

Plan sponsor

Name

EDWARD J. NOLAN, DDS

EIN

81-1465225

Address

52 SOUTH STREET · AUBURN, NY · 13021

Phone

(315) 252-7591

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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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