Back to filter
Original filing (PDF)20250916220353NAL0001409907001
CAPE & ISLANDS PLASTIC SURGERY, P.C.
Form 5500-SF
FILING_RECEIVED
CAPE & ISLANDS PLASTIC SURGERY, P.C. CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPE & ISLANDS PLASTIC SURGERY, P.C..
Plan sponsor
Name
CAPE & ISLANDS PLASTIC SURGERY, P.C.
EIN
45-2182632
Address
26 GLEASON STREET · HYANNIS, MA · 02601
Phone
(508) 771-8967
Industry
Offices of Physicians· 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
2025-09-16
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 providersRelated plans
Similar-size Offices of Physicians plans
DANIEL K. DEA, M.D., INC.
DANIEL K. DEA, M.D., INC. 401(K) PROFIT SHARING PLAN
$2.5M · 3 participants
GRELLO PEDIATRICS, P.C.
GRELLO PEDIATRICS P.C. 401(K) PROFIT SHARING PLAN
$2.5M · 10 participants
OAKLAND INFECTIOUS DISEASE ASSOCIATES
OAKLAND INFECTIOUS DISEASE ASSOCIATES 401K PROFIT SHARING PLAN
$2.5M · 6 participants
BEAVERTON ORAL SURGEONS EQUIPMENT, LLC
BEAVERTON ORAL SURGEONS EQUIPMENT, LLC CASH BALANCE PLAN
$2.5M · 13 participants
JOSEPH D. ALKON, M.D., P.C.
JOSEPH D. ALKON, M.D., P.C. 401(K) PLAN
$2.5M · 5 participants
M. HANIF PERACHA, MD PC
M. HANIF PERACHA, MD PC 401(K) PS PLAN
$2.5M · 36 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B