· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DANIEL J. MAHAR, D.D.S., P.A. — DANIEL J. MAHAR, D.D.S., P.A. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250929082609NAL0017547842001
DANIEL J. MAHAR, D.D.S., P.A.
Form 5500-SF
FILING_RECEIVED
DANIEL J. MAHAR, D.D.S., P.A. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
DANIEL J. MAHAR, D.D.S., P.A.
.
Find decision makers
Plan sponsor
Name
DANIEL J. MAHAR, D.D.S., P.A.
EIN
26-1488391
Address
7636 PURFOY RD., SUITE 120 · FUQUAY VARINA, NC · 27526
Phone
(919) 567-3293
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
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
Related plans
Similar-size Offices of Dentists plans
ARKANSAS RIVER VALLEY DENTISTRY PLL
ARKANSAS RIVER VALLEY DENTISTRY PLLC 401(K) & PROFIT-SHARING PLAN
$1.2M · 15 participants
REAMER FAMILY DENTISTRY
REAMER FAMILY DENTISTRY 401(K) PLAN
$1.2M · 9 participants
SAMER A. ITANI, DDS, INC.
SAMER A. ITANI, DDS, INC. 401(K) PLAN
$1.2M · 8 participants
MEDHAT N NASHED DDS, MS, INC.
MEDHAT N NASHED DDS, MS, INC. PROFIT SHARING PLAN
$1.2M · 10 participants
JOSHUA B BERSTEIN DDS A DENTAL
JOSHUA B BERSTEIN DDS A DENTAL 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 12 participants
SAMUEL G. PAPANDREAS, DDS, MS, I
PAPANDREAS ORTHODONTICS 401(K) PLAN
$1.2M · 14 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
