Original filing (PDF)20250130125533NAL0000540627001

KERRY M. ONEAL, D.D.S., P.A.

Name: KERRY M. ONEAL, D.D.S., P.A. — KERRY M. O'NEAL D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST, Form 5500 (2024)
Creator: KERRY M. ONEAL, D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

KERRY M. O'NEAL D.D.S., P.A. DEFINED BENEFIT PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KERRY M. ONEAL, D.D.S., P.A..

Plan sponsor

Name

KERRY M. ONEAL, D.D.S., P.A.