Original filing (PDF)20251007151451NAL0008176608001

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

Name: MARSHALL D. KURTZ, D.M.D., P.C. — MARSHALL D. KURTZ, D.M.D. P.C. DBA GREATER CONNECTICUT ORAL & DENTAL IMPLANT SURGERY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARSHALL D. KURTZ, D.M.D., P.C.

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

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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

Plan sponsor

Name

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

DBA

GREATER CONNECTICUT ORAL AND DENTAL IMPLANT SURGERY

EIN

87-0768534

Address

129 PARK AVENUE · DANBURY, CT · 06810

Phone

(203) 790-0183

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

2025-10-07

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

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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