Original filing (PDF)20250627222147NAL0014629968001

ALEXANDER MILNE, D.D.S., PLLC

Name: ALEXANDER MILNE, D.D.S., PLLC — ALEXANDER MILNE, D.D.S., PLLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: ALEXANDER MILNE, D.D.S., PLLC

Form 5500-SF

FILING_RECEIVED

ALEXANDER MILNE, D.D.S., PLLC 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 ALEXANDER MILNE, D.D.S., PLLC.

Plan sponsor

Name

ALEXANDER MILNE, D.D.S., PLLC

EIN

45-0497465

Address

31 QUARRY STREET · KINGSTON, NY · 12401

Phone

(845) 331-1640

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

2025-06-27

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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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