Original filing (PDF)20251014070658NAL0004879778001

GARY BERSON DDS PLLC

Name: GARY BERSON DDS PLLC — GARY BERSON DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GARY BERSON DDS PLLC

Form 5500-SF

FILING_RECEIVED

GARY BERSON DDS PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GARY BERSON DDS PLLC.

Plan sponsor

Name

GARY BERSON DDS PLLC

EIN

83-3590488all filings

Address

523 BROADWAY · MONTICELLO, NY · 12701

Phone

(845) 796-3368

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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MICHAEL WYNN DDS AND ASSOCIATE

MICHAEL WYNN DDS AND ASSOCIATE 401(K) PROFIT SHARING PLAN & TRUST

$125K · 7 participants

CLEARBROOK ADVANCED DENTAL CAR

CLEARBROOK ADVANCED DENTAL CAR 401(K) PROFIT SHARING PLAN & TRUST

$125K · 14 participants

COMPREHENSIVE DENTAL OF LINCOLN

COMPREHENSIVE DENTAL OF LINCOLN PARK 401K PLAN

$125K · 6 participants

MARBASA LLC

DR. MARTHA E BARRAGAN DDS, INC PROFIT SHARING PLAN

$125K · 6 participants

NEVINE MORSY DDS INC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.