Original filing (PDF)20251004073911NAL0001234451001

Shannon Allison, DDS, PA DBA Allison and Associates

Name: Shannon Allison, DDS, PA DBA Allison and Associates — Form 5500 Plan 002 (2024)
Creator: Shannon Allison, DDS, PA DBA Allison and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shannon Allison, DDS, PA Cash Balance Plan

Defined-benefit pension plan · Shannon Allison, DDS, PA DBA Allison and Associates' Shannon Allison, DDS, PA Cash Balance Plan held $883K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$883K

Net assets (EOY)

$883K

People on this filing

Dr. Shannon Allison signed Shannon Allison, DDS, PA DBA Allison and Associates' 2024 Form 5500 as plan administrator.

Dr. Shannon Allison — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Shannon Allison, DDS, PA DBA Allison and Associates' EIN is 22-3894416.

EIN 22-3894416

Plan number 002

Plan year 2024

ACK ID 20251004073911NAL0001234451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shannon Allison, DDS, PA DBA Allison and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shannon Allison, DDS, PA DBA Allison and Associates' plan includes a cash-balance formula.

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.

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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