Original filing (PDF)20250530103345NAL0015404496001

ORAL SURGEONS, PC

Name: ORAL SURGEONS, PC — ORAL SURGEONS, PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: ORAL SURGEONS, PC

Form 5500-SF

FILING_RECEIVED

ORAL SURGEONS, PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 ORAL SURGEONS, PC.

Plan sponsor

Name

ORAL SURGEONS, PC

EIN

42-1031591

Address

7400 FLEUR DRIVE, SUITE 200 · DES MOINES, IA · 50321

Phone

(515) 287-7773

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

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

JESS A. HAYMORE, DDS, PC

JESS A HAYMORE DDS, PC 401(K) PROFIT SHARING PLAN

$2.2M · 15 participants

SMILE DENTAL OFFICE, INC

SMILE DENTAL OFFICE, INC. 401(K) PLAN

$2.2M · 11 participants

BASSIN & HESSION ORTHODONTICS, PC

BASSIN & HESSION ORTHODONTICS, PC PS PLAN

$2.2M · 22 participants

A. STEVEN SINGH DDS, PC DBA WESTSIDE ENDODONTICS

WESTSIDE ENDODONTICS 401(K) PROFIT SHARING PLAN

$2.2M · 4 participants

JOHN A. HEDRICK, DDS, MS, APC

JOHN A. HEDRICK, DDS, MS, APC 401(K) PROFIT SHARING PLAN