Original filing (PDF)20250722131517NAL0007058802001

SZL ORAL SURGERY PC

Name: SZL ORAL SURGERY PC — SZL ORAL SURGERY PC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: SZL ORAL SURGERY PC

Form 5500-SF

FILING_RECEIVED

SZL ORAL SURGERY PC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 SZL ORAL SURGERY PC.

Plan sponsor

Name

SZL ORAL SURGERY PC

EIN

13-3579806

Address

750 PARK AVENUE SUITE 1A/1B · NEW YORK, NY · 100210000

Phone

(212) 861-7979

Industry

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

2025-07-22

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 Health Care & Social Assistance plans

WILDSTEIN SPINE CENTER, P.A.

WILDSTEIN SPINE CENTER, P.A. 401(K) PLAN

$1.9M · 3 participants

INDIANA PLASTIC SURGERY P.C. 40L(K) PLAN

INDIANA PLASTIC SURGERY P.C. 401(K) PLAN

$1.9M · 7 participants

CAROLINA DERMATOLOGY OF GREENVILLE

CAROLINA DERMATOLOGY OF GREENVILLE 401(K) PLAN

$1.9M · 27 participants

CAROLINA WOMEN'S PHYSICIANS, PA

CAROLINA WOMEN'S PHYSICIANS, PA 401(K) PLAN

$1.9M · 4 participants

ERIN ALONSO, A PROFESSIONAL NURSING CORPORATION