Original filing (PDF)20230830130622NAL0006299697001

TERRENCE S. POOLE DDS, LLC

Name: TERRENCE S. POOLE DDS, LLC — TERRENCE S. POOLE, LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: TERRENCE S. POOLE DDS, LLC

Form 5500-SF

FILING_RECEIVED

TERRENCE S. POOLE, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 TERRENCE S. POOLE DDS, LLC.

Plan sponsor

Name

TERRENCE S. POOLE DDS, LLC

EIN

31-1272831all filings

Address

P.O. BOX 12117 · CINCINNATI, OH · 452120117

Phone

(513) 961-1991

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-22

Filed

2023-08-30

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset 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

LAWRENCE E. LEVY, D.M.D., P.A.

LAWRENCE E. LEVY, D.M.D., P.A. 401(K) PLAN

JAMES R SELIGMAN

JAMES R SELIGMAN 401(K) PROFIT SHARING PLAN & TRUST

HIRSHBERG DENTAL ASSOCIATES OF BOSTON, P.C.

HIRSHBERG DENTAL GROUP 401(K) PROFIT SHARING PLAN

FEDRA WITTING, DDS, LLC

FEDRA WITTING, DDS, LLC 401(K) PLAN

BRIAN P. KAIL, DDS

BRIAN P. KAIL, D.D.S. 401(K) PROFIT SHARING PLAN

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