Original filing (PDF)20250415152539NAL0003526817001

VITALITY DENTAL PLLC

Name: VITALITY DENTAL PLLC — VITALITY DENTAL PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: VITALITY DENTAL PLLC

Form 5500-SF

FILING_RECEIVED

VITALITY DENTAL PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$456K

Net assets (EOY)

$456K

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 VITALITY DENTAL PLLC.

Plan sponsor

Name

VITALITY DENTAL PLLC

EIN

47-1461807all filings

Address

1220 COIT ROAD #106 · PLANO, TX · 75075

Phone

(972) 964-3800

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

2025-04-15

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

THREE RIVERS DENTAL GROUP GREENSBURG, LLC

THREE RIVERS DENTAL 401(K) PLAN

$456K · 6 participants

CHRISTOPHER SOROKOLIT DDS MS ORTHODONTICS PLLC

SOROKOLIT ORTHODONTICS RETIREMENT PLAN AND TRUST

$456K · 11 participants

DIN LAM DMD, MD, PLLC

ORAL & FACIAL SURGERY OF THE CAROLINAS CASH BALANCE PENSION PLAN

$456K · 7 participants

BOCAGE ORTHODONTICS CORP

BOCAGE ORTHODONTICS CORP 401(K) PLAN

$456K · 7 participants

AMANDA GARRISON, DDS INC.

AMANDA GARRISON, DDS INC. 401(K) PROFIT SHARING PLAN

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