Original filing (PDF)20250710155157NAL0015492226001

BRUCE W LEVIN DMD & JOEL KLASF

Name: BRUCE W LEVIN DMD & JOEL KLASF — BRUCE W LEVIN DMD & JOEL KLASF 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BRUCE W LEVIN DMD & JOEL KLASF

Form 5500-SF

FILING_RECEIVED

BRUCE W LEVIN DMD & JOEL KLASF 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

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 BRUCE W LEVIN DMD & JOEL KLASF.

Plan sponsor

Name

BRUCE W LEVIN DMD & JOEL KLASF

EIN

86-1083510

Address

630 5TH AVE STE 1870 · NEW YORK, NY · 101111860

Phone

(212) 246-9070

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

2025-07-10

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

REBECCA FALSAFI, DDS MS PC

REBECCA FALSAFI, DDS RETIREMENT PLAN

$5.0M · 14 participants

LADNER AND JAIN ORTHODONTICS, LLP

LADNER AND JAIN ORTHODONTICS EMPLOYEES' RETIREMENT PLAN

$5.0M · 9 participants

MURDOCH & GEARY DENTAL, LLC

MURDOCH & GEARY DENTAL, LLC 401(K) PROFIT SHARING PLAN

$5.0M · 14 participants

DR JOSEPH LIPA JR LTD PENSION

DR JOSEPH LIPA JR LTD EMPLOYEES PENSION PLAN

$5.0M · 5 participants

JOHN E. VILLANO, D.D.S., P.C.

JOHN E. VILLANO, D.D.S., P.C. 401K PROFIT SHARING PLAN