Original filing (PDF)20251002103106NAL0000357713001

SUMMIT ORAL & MAXILLOFACIAL SURGERY P.A.

Name: SUMMIT ORAL & MAXILLOFACIAL SURGERY P.A. — SUMMIT ORAL SURGERY CASH BALANCE PLAN, Form 5500 (2024)
Creator: SUMMIT ORAL & MAXILLOFACIAL SURGERY P.A.

Form 5500-SF

FILING_RECEIVED

SUMMIT ORAL SURGERY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SUMMIT ORAL & MAXILLOFACIAL SURGERY P.A..

Plan sponsor

Name

SUMMIT ORAL & MAXILLOFACIAL SURGERY P.A.

EIN

20-2002079

Address

155 SUMMIT AVENUE · SUMMIT, NJ · 07901

Phone

(908) 273-5451

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

1A · Pay-related DB formula

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

EDWARD J. DETOLLA, DDS PLLC

EDWARD J. DETOLLA, DDS, PLLC 401(K) P/S PLAN

$1.4M · 5 participants

JOHN W. TURNER, DMD, PLLC

TURNER ORTHODONTICS 401(K) PLAN

$1.4M · 14 participants

A GENTLE DENTAL CENTER OF ROGERS, LLC

A GENTLE DENTAL CENTER OF ROGERS, LLC 401(K) PLAN

$1.4M · 19 participants

KIMBERLY L. GRAGG, DDS, MS PLLC

KIMBERLY L. GRAGG, DDS, MS, PLLC CASH BALANCE PLAN

$1.4M · 12 participants

MARYANN LEHMANN, DDS

MARYANN LEHMANN, DDS 401(K) PROFIT SHARING PLAN