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Original filing (PDF)20250501210537NAL0005862528001
ERIC R. CLAUSSEN, D.M.D., P.A.
Form 5500-SF
FILING_RECEIVED
ERIC R. CLAUSSEN, D.M.D., P.A. 401K PLAN
401(k) retirement plan
Signals · 1
Late filing · 5.5 mo
Active participants
13
Accounts w/ balance
17
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
78
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 5.5 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 ERIC R. CLAUSSEN, D.M.D., P.A..
Plan sponsor
Name
ERIC R. CLAUSSEN, D.M.D., P.A.
EIN
27-0340107
Address
2624 JENKS AVENUE · PANAMA CITY, FL · 32405
Phone
(850) 215-0798
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-05-01
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
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 providersRelated plans
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