Original filing (PDF)20250630152538NAL0006658675001

PHILLIP M. SEIM DDS, APC.

Name: PHILLIP M. SEIM DDS, APC. — PHILLIP M. SEIM DDS, APC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: PHILLIP M. SEIM DDS, APC.

Form 5500-SF

FILING_RECEIVED

PHILLIP M. SEIM DDS, APC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 PHILLIP M. SEIM DDS, APC..

Plan sponsor

Name

PHILLIP M. SEIM DDS, APC.

EIN

20-2079281

Address

79600 BAYA · LA QUINTA, CA · 92253

Phone

(760) 408-8014

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

2025-06-30

Pension benefit codes

1A · Pay-related DB formula

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

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