Original filing (PDF)20251014171400NAL0001691859001

JESSE N. VEIL, D.D.S., P.A.

Name: JESSE N. VEIL, D.D.S., P.A. — JESSE N. VEIL, D.D.S., P.A. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JESSE N. VEIL, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

JESSE N. VEIL, D.D.S., P.A. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JESSE N. VEIL, D.D.S., P.A..

Plan sponsor

Name

JESSE N. VEIL, D.D.S., P.A.

EIN

41-1951549

Address

11800 SINGLETREE LANE, SUITE 200 · EDEN PRAIRIE, MN · 55344

Phone

(952) 903-9484

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

2025-10-14

Pension benefit codes

1A · Pay-related 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

SPIRO C. KARRAS, D.D.S., P.C.

SPIRO C. KARRAS, D. D. S. CASH BALANCE PLAN

$2.3M · 8 participants

IVANREST FAMILY DENTISTRY, PLC

IVANREST FAMILY DENTISTRY, PLC RETIREMENT SAVINGS PLAN

$2.3M · 15 participants

AMY FARNSWORTH, PSC

AMY FARNSWORTH, PSC CASH BALANCE PENSION PLAN

$2.3M · 7 participants

KATO & KRAUSE DENTAL GROUP, LLC.

KATO & KRAUSE DENTAL GROUP, LLC. 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 3 participants

ORAL MAXILLOFACIAL

ORAL MAXILLOFACIAL 401(K) PROFIT SHARING PLAN & TRUST