Original filing (PDF)20240730082341NAL0031253632001

SCOTT SAZIMA, D.D.S DBA WESTLAKE PERIODONTICS

Name: SCOTT SAZIMA, D.D.S DBA WESTLAKE PERIODONTICS — SCOTT SAZIMA, D.D.S PENSION PLAN, Form 5500 (2023)
Creator: SCOTT SAZIMA, D.D.S DBA WESTLAKE PERIODONTICS

Form 5500-SF

FILING_RECEIVED

SCOTT SAZIMA, D.D.S PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 SCOTT SAZIMA, D.D.S DBA WESTLAKE PERIODONTICS.

Plan sponsor

Name

SCOTT SAZIMA, D.D.S DBA WESTLAKE PERIODONTICS

EIN

06-1325712

Address

26032 DETROIT ROAD · WESTLAKE, OH · 44145

Phone

(440) 835-4600

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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