Original filing (PDF)20250124122208NAL0004680563001

FREEMAN ORTHODONTICS

Name: FREEMAN ORTHODONTICS — FREEMAN ORTHODONTICS CASH BALANCE PLAN, Form 5500 (2024)
Creator: FREEMAN ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

FREEMAN ORTHODONTICS CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

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 FREEMAN ORTHODONTICS.

Plan sponsor

Name

FREEMAN ORTHODONTICS

DBA

1/1/2014

EIN

43-2034317

Address

2050 PROCTOR ROAD, SUITE A · SARASOTA, FL · 34231

Phone

(941) 953-7500

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

2025-01-24

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar 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

GRAND STRAND PEDIATRIC DENTISTRY, P.A.

GRAND STRAND PEDIATRIC DENTISTRY, P.A. 401(K) PROFIT SHARING PLAN

$3.1M · 10 participants

SAIJAI PENG, DDS, MSD, APC

SAIJAI PENG, DDS, MSD, APC PROFIT SHARING

$3.1M · 7 participants

MACK ORTHODONTICS

MACK ORTHODONTICS 401(K) AND PROFIT SHARING PLAN

$3.1M · 12 participants

TANYA A. BROWN, DMD, LLC

TANYA A. BROWN, DMD, LLC RETIREMENT PLAN

$3.1M · 7 participants

ANGELLA TOMLINSON, D.D.S., P.A.

ANGELLA TOMLINSON, D.D.S., P.A. PROFIT SHARING PLAN