Original filing (PDF)20250531120554NAL0005755955001

DREW A. SHULMAN, D.M.D., P.C.

Name: DREW A. SHULMAN, D.M.D., P.C. — DREW A. SHULMAN, D.M.D., P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: DREW A. SHULMAN, D.M.D., P.C.

Form 5500-SF

FILING_RECEIVED

DREW A. SHULMAN, D.M.D., P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 DREW A. SHULMAN, D.M.D., P.C..

Plan sponsor

Name

DREW A. SHULMAN, D.M.D., P.C.

EIN

23-2814394

Address

2417 WELSH ROAD · PHILADELPHIA, PA · 19114

Phone

(215) 969-8270

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

2025-05-31

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

DR. TODD S. BRASUELL, LLC

DR. TODD BRASUELL, LLC 401(K) PLAN

$1.5M · 15 participants

ROBERT S. SZYMCZAK

ROBERT S. SZYMCZAK KEOUGH PROFIT SHARING PLAN

$1.5M · 2 participants

MATTHEW G. SCHNEIDER, D.D.S., INC.

MATTHEW G. SCHNEIDER, D.D.S., INC. 401(K) PROFIT SHARING PLAN

$1.5M · 9 participants

AARON M. VICKERS D.D.S., M.D., PLLC

TEXAS CENTER FOR ORAL SURGERY AND DENTAL IMPLANTS 401(K) RETIREMENT PLAN

$1.5M · 35 participants

GREAT GRINS CHILDRENS DENTISTRY