Original filing (PDF)20251004073911NAL0001234451001

SHANNON ALLISON, DDS, PA DBA ALLISON AND ASSOCIATES

Name: SHANNON ALLISON, DDS, PA DBA ALLISON AND ASSOCIATES — SHANNON ALLISON, DDS, PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: SHANNON ALLISON, DDS, PA DBA ALLISON AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

SHANNON ALLISON, DDS, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$883K

Net assets (EOY)

$883K

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 SHANNON ALLISON, DDS, PA DBA ALLISON AND ASSOCIATES.

Plan sponsor

Name

SHANNON ALLISON, DDS, PA DBA ALLISON AND ASSOCIATES

EIN

22-3894416

Address

245 LAKE DORNOCH DRIVE · PINEHURST, NC · 28374

Phone

(910) 585-9021

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator