Original filing (PDF)20250714155436NAL0001242385001

REBECCA GOLDBERG, DDS, PLLC

Name: REBECCA GOLDBERG, DDS, PLLC — REBECCA GOLDBERG AWS RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: REBECCA GOLDBERG, DDS, PLLC

Form 5500-SF

FILING_RECEIVED

REBECCA GOLDBERG AWS RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 REBECCA GOLDBERG, DDS, PLLC.

Plan sponsor

Name

REBECCA GOLDBERG, DDS, PLLC

EIN

82-5392663

Address

2975 ROSLYN ST, SUITE 160 · DENVER, CO · 80238

Phone

(720) 945-1234

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

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

CENTERVILLE PEDIATRIC DENTISTRY

CENTERVILLE PEDIATRIC DENTISTRY RETIREMENT PLAN

$1.3M · 44 participants

COY MAC BOYD, JR., D.D.S., M.S.D., P.A.

COY MAC BOYD, D.D.S., M.S.D., P.A. 401K RETIREMENT PLAN

$1.3M · 4 participants

SOUTH DES MOINES DENTAL PRACTICE, INC

SOUTH DES MOINES DENTAL PRACTICE, INC. PROFIT SHARING PLAN

$1.3M · 7 participants

TIMOTHY J. ITEN DDS, INC.

TIMOTHY J ITEN DDS, INC 401(K) PROFIT SHARING PLAN

$1.3M · 19 participants

MILA DAVIS, D.D.S., P.C.