How big is Marshall D. Kurtz, D.M.D., P.C.'s plan?

Marshall D. Kurtz, D.M.D., P.C.'s plan reported $3.2M in assets and 9 participants for 2024.

Original filing (PDF)20251007151451NAL0008176608001

Marshall D. Kurtz, D.M.D., P.C.

Name: Marshall D. Kurtz, D.M.D., P.C. — Marshall D. Kurtz, Form 5500 (2024)
Creator: Marshall D. Kurtz, D.M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall D. Kurtz, D.M.D. P.C. DBA Greater Connecticut Oral & Dental Implant Surgery 401(k) Profit Sharing Plan

401(k) retirement plan · Marshall D. Kurtz, D.M.D., P.C.'s Marshall D. Kurtz, D.M.D. P.C. DBA Greater Connecticut Oral & Dental Implant Surgery 401(k) Profit Sharing Plan held $3.2M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Marshall D. Kurtz, D.M.D. signed Marshall D. Kurtz, D.M.D., P.C.'s 2024 Form 5500 as plan administrator.

Marshall D. Kurtz, D.M.D. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marshall D. Kurtz, D.M.D., P.C.'s EIN is 87-0768534.

EIN 87-0768534

Plan number 001

Plan year 2024

ACK ID 20251007151451NAL0008176608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marshall D. Kurtz, D.M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall D. Kurtz, D.M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

MARSHALL D. KURTZ, D.M.D., P.C.

DBA

GREATER CONNECTICUT ORAL AND DENTAL IMPLANT SURGERY

EIN

all filings

Address

129 PARK AVENUE · DANBURY, CT · 06810

Phone

(203) 790-0183

Industry