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Original filing (PDF)20251210095451NAL0005398480001
DR. WAYNE ANDERSEN, INC.
Form 5500-SF
FILING_RECEIVED
DR. WAYNE ANDERSEN, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Signals · 1
Late filing · 0.8 mo
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
88
/ 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
97
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.8 months past the 10.5-month grace window.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. WAYNE ANDERSEN, INC..
Plan sponsor
Name
DR. WAYNE ANDERSEN, INC.
EIN
26-2903179
Address
8204 S OCEAN DR · JENSEN BEACH, FL · 34957
Phone
(443) 223-1902
Industry
Offices of Physicians· 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
2025-12-10
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid 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 providersRelated plans
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