Original filing (PDF)20250909134805NAL0012622243001

SULLIVAN, TIWANA AND RITTO ORAL AND MAXILLOFACIAL SURGERY PARTNERSHIP

Name: SULLIVAN, TIWANA AND RITTO ORAL AND MAXILLOFACIAL SURGERY PARTNERSHIP — PROFILES DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: SULLIVAN, TIWANA AND RITTO ORAL AND MAXILLOFACIAL SURGERY PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

PROFILES DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 SULLIVAN, TIWANA AND RITTO ORAL AND MAXILLOFACIAL SURGERY PARTNERSHIP.

Plan sponsor

Name

SULLIVAN, TIWANA AND RITTO ORAL AND MAXILLOFACIAL SURGERY PARTNERSHIP

EIN

20-3354185

Address

1000 NORTH LINCOLN, SUITE 2000 · OKLAHOMA CITY, OK · 73104

Phone

(405) 271-4955

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

1A · Pay-related DB formula

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

JOSE FRANCISCO BARROS, DDS, P.A.

JOSE FRANCISCO BARROS, DDS, P.A. PROFIT SHARING PLAN

$2.6M · 5 participants

CHRISTOPHER MUELLER, D.D.S., PLLC

CHRISTOPHER MUELLER, D.D.S., PLLC 401(K) PLAN

$2.6M · 6 participants

MICHAEL M. MAKSYMIUK, D.M.D., LLC

MICHAEL M. MAKSYMIUK, D.M.D., LLC 401(K) PROFIT SHARING PLAN

$2.6M · 4 participants

WESTSIDE ENDODONTIC PROFESSIONALS, LTD.

WESTSIDE ENDODONTIC PROFESSIONALS, LTD. PROFIT SHARING PLAN

$2.6M · 8 participants

SILK DENTAL WELLNESS