Original filing (PDF)20250811053323NAL0015769330001

CITRUS ORAL AND FACIAL SURGERY, P.A.

Name: CITRUS ORAL AND FACIAL SURGERY, P.A. — CITRUS ORAL AND FACIAL SURGERY, P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: CITRUS ORAL AND FACIAL SURGERY, P.A.

Form 5500-SF

FILING_RECEIVED

CITRUS ORAL AND FACIAL SURGERY, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CITRUS ORAL AND FACIAL SURGERY, P.A..

Plan sponsor

Name

CITRUS ORAL AND FACIAL SURGERY, P.A.

EIN

20-5898651

Address

6129 W. CORPORATE OAKS DR. · CRYSTAL RIVER, FL · 34429

Phone

(352) 795-4994

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator