Original filing (PDF)20250923213207NAL0008499907001

ELIZABETH PLAS, D.M.D. LLC

Name: ELIZABETH PLAS, D.M.D. LLC — ELIZABETH PLAS, D.M.D. CASH BALANCE PLAN, Form 5500 (2024)
Creator: ELIZABETH PLAS, D.M.D. LLC

Form 5500-SF

FILING_RECEIVED

ELIZABETH PLAS, D.M.D. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELIZABETH PLAS, D.M.D. LLC.

Plan sponsor

Name

ELIZABETH PLAS, D.M.D. LLC

EIN

20-2690721all filings

Address

3964 EDWARDS ROAD · CINCINNATI, OH · 45209

Phone

(513) 351-3700

Industry

Offices of Physicians· 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

2025-09-23

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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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