· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DONALD A. FLIHAN DDS, MD, P.C. — DONALD A FLIHAN DDS, MD, P.C. CASH BALANCE PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250507085049NAL0010423745001
DONALD A. FLIHAN DDS, MD, P.C.
Form 5500-SF
FILING_RECEIVED
DONALD A FLIHAN DDS, MD, P.C. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DONALD A. FLIHAN DDS, MD, P.C.
.
Find decision makers
Plan sponsor
Name
DONALD A. FLIHAN DDS, MD, P.C.
EIN
03-0517798
Address
130 LOMOND COURT · UTICA, NY · 135025951
Phone
(315) 292-8474
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-05-07
Pension benefit codes
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
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
Related plans
Similar-size Offices of Dentists plans
THE APOLLONIA DENTAL GROUP PC
DR. JOSEPH CORTESE, DDS 401(K) & PROFIT SHARING PLAN
$1.5M · 13 participants
THERESA M. SNELL DDS, PA DBA SILVER LAKE DENTAL
SILVER LAKE DENTAL 401(K) PLAN
$1.5M · 12 participants
SUSAN M. MISCHISSIN, DMD, P.C.
SUSAN M. MISCHISSIN, DMD, P.C. PROFIT SHARING PLAN
$1.5M · 4 participants
MIRANDA LACY D.D.S., P.A.
MIRANDA LACY D.D.S., P.A. 401(K) PROFIT SHARING PLAN
$1.5M · 6 participants
MICHAEL J FISCHER , DMD, PC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
MICHAEL J. FISCHER, DMD, PC 401(K) PLAN
$1.5M · 9 participants
SILVER LAKE DENTAL ARTS
SILVER LAKE DENTAL ARTS 401(K) PLAN
$1.5M · 11 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B