Original filing (PDF)20250819124904NAL0002224113001

JENNIFER L CAVANAUGH DMD LLC

Name: JENNIFER L CAVANAUGH DMD LLC — JENNIFER L CAVANAUGH DMD LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: JENNIFER L CAVANAUGH DMD LLC

Form 5500-SF

FILING_RECEIVED

JENNIFER L CAVANAUGH DMD LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

Plan health score

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JENNIFER L CAVANAUGH DMD LLC.

Plan sponsor

Name

JENNIFER L CAVANAUGH DMD LLC

EIN

46-2654728all filings

Address

11924 FAIRWAY LAKES DR · FORT MYERS, FL · 33913

Phone

(239) 329-6006

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

2025-08-19

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 providers

Related plans

Similar-size Offices of Dentists plans

ANTHONY RAMIREZ, DDS PC PROFIT SHAR

ANTHONY RAMIREZ, DDS PC PROFIT SHARING PLAN

$116K · 4 participants

IGOR ILYABAYEV DDS PC DBA CENTRAL AVENUE DENTAL

CENTRAL AVENUE DENTAL 401(K) PLAN

$116K · 11 participants

AMAZING SMILES

AMAZING SMILES CASH BALANCE PLAN

$116K · 3 participants

COMFORT DENTAL CARE PC

COMFORT DENTAL CARE PC 401(K) PLAN

$116K · 7 participants

DR KATHERINE G COLLIER DDS PA

DR KATHERINE G COLLIER DDS PA 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.