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FILIPE S. LIMA DDS — FILIPE S. LIMA DDS DEFINED BENEFIT PENSION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240307095641NAL0031875968001
FILIPE S. LIMA DDS
Form 5500-SF
FILING_RECEIVED
FILIPE S. LIMA DDS DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FILIPE S. LIMA DDS
.
Find decision makers
Plan sponsor
Name
FILIPE S. LIMA DDS
EIN
26-0209399
Address
1600 COLORADO AVE · SUITE 1 · TURLOCK, CA · 95382
Phone
(209) 634-9069
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-03-07
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3B · Covers self-employed individuals
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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Helping the score
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