Original filing (PDF)20251001130926NAL0005938019001

FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP.

Name: FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP. — FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP. CASH BALANCE PLAN, Form 5500 (2024)
Creator: FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP.

Form 5500-SF

FILING_RECEIVED

FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP..

Plan sponsor

Name

FIRST STATE ORAL & MAXILLOFACIAL SURGERY CORP.

EIN

20-8643759

Address

1004 SOUTH STATE STREET · SUITE 3 · DOVER, DE · 19901

Phone

(302) 674-4450

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

2025-10-01

Pension benefit codes

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

AMY T. MOUBRY, DDS, P.A.

AMY T. MOUBRY, DDS, P.A. 401(K) PLAN

$2.3M · 6 participants

DREW 401(K)

ANDREW M. HAMILTON DDS LLC PROFIT SHARING PLAN

$2.3M · 5 participants

STEVEN V. WASSERMAN, D.M.D,

STEVEN V. WASSERMAN, D.M.D, RETIREMENT TRUST

$2.3M · 2 participants

JOHN J. GUARRACINO, D.D.S., P.C.

JOHN GUARRACINO, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

$2.3M · 6 participants

EDWARD ZEBOVITZ, D.D.S., L.L.C.

EDWARD ZEBOVITZ, D.D.S. 401(K) PROFIT SHARING PLAN