How big is Edward J. Bertagnolli, D.D.S, P.C.'s plan?

Edward J. Bertagnolli, D.D.S, P.C.'s plan reported $765K in assets and 5 participants for 2023.

Original filing (PDF)20250415170327NAL0001667091001

Edward J. Bertagnolli, D.D.S, P.C.

Name: Edward J. Bertagnolli, D.D.S, P.C. — Edward J., Form 5500 (2023)
Creator: Edward J. Bertagnolli, D.D.S, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward J. Bertagnolli, D.D.S. , P.C. Cash Balance Pension Plan

Defined-benefit pension plan · Edward J. Bertagnolli, D.D.S, P.C.'s Edward J. Bertagnolli, D.D.S. , P.C. Cash Balance Pension Plan held $765K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

Plan identifiers

Edward J. Bertagnolli, D.D.S, P.C.'s EIN is 84-0713632.

EIN 84-0713632

Plan number 003

Plan year 2023

ACK ID 20250415170327NAL0001667091001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Edward J. Bertagnolli, D.D.S, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Edward J. Bertagnolli, D.D.S, P.C.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARD J. BERTAGNOLLI, D.D.S, P.C..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score