Original filing (PDF)20250609140037NAL0012356019001

CRAIG J. FARRELL, DDS

Name: CRAIG J. FARRELL, DDS — CRAIG J. FARRELL, DDS CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: CRAIG J. FARRELL, DDS

Form 5500-SF

FILING_RECEIVED

CRAIG J. FARRELL, DDS CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

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 CRAIG J. FARRELL, DDS.

Plan sponsor

Name

CRAIG J. FARRELL, DDS

EIN

26-1785433all filings

Address

16022 EAST HIGH ST · MIDDLEFIELD, OH · 44062

Phone

(440) 632-1908

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

2025-06-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

LAURA LEIGH C. MOODY, DMD

LAURA LEIGH C. MOODY 401K PLAN

$584K · 5 participants

JEFFRY D. BARNES, DMD, PA

POLK PERIODONTICS DENTAL IMPLANT CENTER 401(K) PLAN

$584K · 10 participants

APEX DENTAL SYSTEMS INC. DBA MINNESOTA DENTAL CARE

APEX DENTAL SYSTEMS CASH BALANCE PLAN

$584K · 4 participants

MICHAEL W. MCCARTHY, D.D.S., INC.

MICHAEL W. MCCARTHY, DDS, INC. CASH BALANCE PENSION PLAN

$584K · 6 participants

VASON DENTAL, LLC

VASON DENTAL, LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.