Original filing (PDF)20240730125117NAL0011822051001

ROBERT M. CUENIN, D.D.S., M.S.

Name: ROBERT M. CUENIN, D.D.S., M.S. — CUENIN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2023)
Creator: ROBERT M. CUENIN, D.D.S., M.S.

Form 5500-SF

FILING_RECEIVED

CUENIN ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 ROBERT M. CUENIN, D.D.S., M.S..

Plan sponsor

Name

ROBERT M. CUENIN, D.D.S., M.S.

EIN

46-1057417

Address

300 EL CERRO BLVD. SUITE A · DANVILLE, CA · 94526

Phone

(925) 837-1333

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-30

Pension benefit codes

1A · Pay-related DB formula

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

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