FAMILY & COSMETIC DENTISTRY OF JACKSON CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
14
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score
100
/ 100
Grade A
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINESH Y. PATEL, D.D.S., DBA.
Plan sponsor
Name
MINESH Y. PATEL, D.D.S., DBA
EIN
45-1779051
Address
1523 SOUTH HIGHLAND AVE · JACKSON, TN · 38301
Phone
(731) 424-6452
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
2025-10-01
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.
