Original filing (PDF)20251006102818NAL0001785619001

NEUBAUER, D.D.S., PLLC

Name: NEUBAUER, D.D.S., PLLC — PARK CROSSING DENTISTRY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: NEUBAUER, D.D.S., PLLC

Form 5500-SF

FILING_RECEIVED

PARK CROSSING DENTISTRY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 NEUBAUER, D.D.S., PLLC.

Plan sponsor

Name

NEUBAUER, D.D.S., PLLC

EIN

47-5595008

Address

10009 PARK CEDAR DRIVE · SUITE 200 · CHARLOTTE, NC · 28210

Phone

(704) 541-5059

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

3B · Covers self-employed individuals

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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