Original filing (PDF)20251015145956NAL0002503363001

ERNIE R BANKS DDS

Name: ERNIE R BANKS DDS — ERNIE R BANKS DDS DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023)
Creator: ERNIE R BANKS DDS

Form 5500-SF

FILING_RECEIVED

ERNIE R BANKS DDS DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERNIE R BANKS DDS.

Plan sponsor

Name

ERNIE R BANKS DDS

EIN

52-1730025

Address

6067 OXEN HILL ROAD · OXEN HILL, MD · 20745

Phone

(301) 839-4965

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-31

Tax period

2024-12-30

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

3B · Covers self-employed individuals

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

1I · Frozen plan — no new benefit accrual

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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