Original filing (PDF)20250619154252NAL0004802640001

SOUTHEAST ENDODONTICS, P.C.

Name: SOUTHEAST ENDODONTICS, P.C. — SOUTHEAST ENDODONTICS, P.C. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: SOUTHEAST ENDODONTICS, P.C.

Form 5500-SF

FILING_RECEIVED

SOUTHEAST ENDODONTICS, P.C. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SOUTHEAST ENDODONTICS, P.C..

Plan sponsor

Name

SOUTHEAST ENDODONTICS, P.C.

EIN

43-2029689

Address

10 FARMFIELD AVE. · SUITE E · CHARLESTON, SC · 29407

Phone

(843) 766-0112

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

2025-06-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

COMPLETE DENTAL OF MOBILE LLC

COMPLETE DENTAL OF MOBILE LLC 401(K) PS PLAN

$1.4M · 9 participants

FISICHELLI, BEACH AND BRAR, DDS, PA

FISICHELLI, BEACH AND BRAR, DDS, PA CASH BALANCE PLAN AND TRUST

$1.4M · 15 participants

KATHERINE J. EYNON, DDS PC

KATHERINE J EYNON, DDS PC 401(K) P/S PLAN

$1.4M · 1 participants

LIN AND NARTEA PLLC

LIN AND NARTEA PLLC 401(K) PROFIT SHARING PLAN & TRUST

$1.4M · 45 participants

ZHIHONG WEN, D.D.S., A PROFESSIONAL CORPORATION