Original filing (PDF)20251209133042NAL0003777954001

TEXAS PERIODONTISTS

Name: TEXAS PERIODONTISTS — TEXAS PERIODONTISTS CASH BALANCE PLAN, Form 5500 (2024)
Creator: TEXAS PERIODONTISTS

Form 5500-SF

FILING_RECEIVED

TEXAS PERIODONTISTS CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 0.8 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 0.8 months past the 10.5-month grace window.

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 TEXAS PERIODONTISTS.

Plan sponsor

Name

TEXAS PERIODONTISTS

EIN

47-1207506all filings

Address

12319 NORTH MOPAC EXPRESSWAY · SUITE 160 · AUSTIN, TX · 78758

Phone

(512) 222-5721

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

2025-12-09

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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