Original filing (PDF)20250630163807NAL0016709232001

JOSHUA E. PERRY DMD, P.A.

Name: JOSHUA E. PERRY DMD, P.A. — JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: JOSHUA E. PERRY DMD, P.A.

Form 5500-SF

FILING_RECEIVED

JOSHUA E. PERRY, DMD, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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 JOSHUA E. PERRY DMD, P.A..

Plan sponsor

Name

JOSHUA E. PERRY DMD, P.A.

EIN

47-3265239all filings

Address

7000 SAWGRASS VILLAGE CIRCLE · PONTE VEDRA BEACH, FL · 32082

Phone

(904) 280-1200

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

2025-06-30

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

MEREDITH L. STABLEY DMD, PC

STABLEY DMD 401(K) PLAN

$470K · 8 participants

LAWHEAD FAMILY DENTISTRY PC

LAWHEAD FAMILY DENTISTRY PC PROFIT SHARING 401(K) PLAN

$470K · 8 participants

WOODSIDE PEDIATRIC DENTISTRY

WOODSIDE PEDIATRIC DENTISTRY PROFIT SHARING 401(K) PLAN

$470K · 3 participants

HENRY A. SACHS, DDS, PC

HENRY A. SACHS, DDS, PC SAFE HARBOR 401(K) AND PROFIT SHARING PLAN

$470K · 3 participants

ALREZ FAMILY DENTISTRY

ALREZ FAMILY DENTISTRY 401(K) PROFIT SHARING PLAN

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