Original filing (PDF)20251015235813NAL0011887186001

PHILIP J CASCIONE, D.D.S.

Name: PHILIP J CASCIONE, D.D.S. — PHILIP J CASCIONE DDS 401(K) PLAN, Form 5500 (2024)
Creator: PHILIP J CASCIONE, D.D.S.

Form 5500-SF

FILING_RECEIVED

PHILIP J CASCIONE DDS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$537K

Net assets (EOY)

$537K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHILIP J CASCIONE, D.D.S..

Plan sponsor

Name

PHILIP J CASCIONE, D.D.S.

EIN

35-1614830all filings

Address

1455 W. OAK ST. SUITE A · ZIONSVILLE, IN · 46077

Phone

(317) 873-3793

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-16

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

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