Original filing (PDF)20250903190850NAL0015466513001

JULIE M. RUSSO, D.M.D., P.A. CLERMONT PEDIATRIC DENTISTRY

Name: JULIE M. RUSSO, D.M.D., P.A. CLERMONT PEDIATRIC DENTISTRY — CLERMONT PEDIATRIC DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: JULIE M. RUSSO, D.M.D., P.A. CLERMONT PEDIATRIC DENTISTRY

Form 5500-SF

FILING_RECEIVED

CLERMONT PEDIATRIC DENTISTRY DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 JULIE M. RUSSO, D.M.D., P.A. CLERMONT PEDIATRIC DENTISTRY.

Plan sponsor

Name

JULIE M. RUSSO, D.M.D., P.A. CLERMONT PEDIATRIC DENTISTRY

EIN

01-0839858

Address

3165 CITRUS TOWER BLVD. · CLERMONT, FL · 34711

Phone

(352) 241-6333

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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