Original filing (PDF)20250515082500NAL0028890784001

CHUANWEN SUN, DMD, PA

Name: CHUANWEN SUN, DMD, PA — KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: CHUANWEN SUN, DMD, PA

Form 5500-SF

FILING_RECEIVED

KITT CREEK FAMILY DENTISTRY CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHUANWEN SUN, DMD, PA.

Plan sponsor

Name

CHUANWEN SUN, DMD, PA

EIN

26-2455935

Address

5322 NC HWY 55 · SUITE 104 · DURHAM, NC · 27713

Phone

(919) 237-2155

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-05-15

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset 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

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