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ROBERT A. PENNA, D.M.D., P.A. — ROBERT A. PENNA, D.M.D., P.A. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250417084606NAL0000824161001
ROBERT A. PENNA, D.M.D., P.A.
Form 5500-SF
FILING_RECEIVED
ROBERT A. PENNA, D.M.D., P.A. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ROBERT A. PENNA, D.M.D., P.A.
.
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Plan sponsor
Name
ROBERT A. PENNA, D.M.D., P.A.
EIN
51-0405187
Address
2710 CENTERVILLE ROAD SUITE 215 · WILMINGTON, DE · 19808
Phone
(302) 998-8783
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-04-17
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
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Helping the score
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