Steven J. Luccarelli, D.D.S., P.C. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Steven J. Luccarelli, D.D.S., P.C.
  • Sponsor EIN: 061502976
  • Sponsor Address: 51 CHARLES STREET, MINEOLA, NY, 11501
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $3.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$3.5M$10,875$0

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