Original filing (PDF)20250925094757NAL0009027632001

CAPONERA ORTHODONTICS, P.A.

Name: CAPONERA ORTHODONTICS, P.A. — CAPONERA ORTHODONTICS CASH BALANCE PLAN, Form 5500 (2024)
Creator: CAPONERA ORTHODONTICS, P.A.

Form 5500-SF

FILING_RECEIVED

CAPONERA ORTHODONTICS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$896K

Net assets (EOY)

$896K

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 CAPONERA ORTHODONTICS, P.A..

Plan sponsor

Name

CAPONERA ORTHODONTICS, P.A.

EIN

27-0812901all filings

Address

7420 NW 5TH STREET · SUITE 108 · PLANTATION, FL · 33317

Phone

(954) 791-6510

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

2025-09-25

Pension benefit codes

1B · Flat-dollar DB formula

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

DALE PETRUSHA, DDS PC

DALE PETRUSHA DDS 401(K) PLAN

$896K · 1 participants

GRATEFUL DENTIST, PC

GRATEFUL DENTIST, PC 401(K) RETIREMENT PLAN

$896K · 16 participants

JARRED ABEL, D.D.S., P.C.

BCC ORAL SURGERY DEFINED BENEFIT CASH BALANCE PLAN & TRUST

$896K

LEE B ALLEN, DDS, PLLC

LEE B ALLEN, DDS, PLLC 401(K) PLAN

$895K · 8 participants

BOSSOLINA, DDS, PLLC

BOSSOLINA RETIREMENT PLAN & TRUST

$896K · 5 participants

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