· 2022–2024 · DOL EFAST2

Grimes & Safran Dentistry, P.C. — Grimes & Safran, Form 5500 (2025)

Original filing (PDF)20260706085206NAL0018218097001

Grimes & Safran Dentistry, P.C.

Form 5500-SF

FILING_RECEIVED

Grimes & Safran Dentistry, P.C. Cash Balance Pension Plan

Defined-benefit pension plan · Grimes & Safran Dentistry, P.C.'s Grimes & Safran Dentistry, P.C. Cash Balance Pension Plan held $1.5M in plan assets for 12 participants in 2025.

Active participants

12

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 GRIMES & SAFRAN DENTISTRY, P.C..

Plan sponsor

Name

GRIMES & SAFRAN DENTISTRY, P.C.

EIN

23-2955896all filings

Address

420 WEST ELM AVENUE · HANOVER, PA · 173315144

Phone

(717) 632-4164

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-06

Pension benefit codes

1A · Pay-related DB formula

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

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