Original filing (PDF)20250929093901NAL0011128641001

CHARLES D PAYET DDS PA

Name: CHARLES D PAYET DDS PA — CHARLES D PAYET DDS, PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: CHARLES D PAYET DDS PA

Form 5500-SF

FILING_RECEIVED

CHARLES D PAYET DDS, PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 CHARLES D PAYET DDS PA.

Plan sponsor

Name

CHARLES D PAYET DDS PA

EIN

56-2167467

Address

4601 PARK ROAD · SUITE 175 · CHARLOTTE, NC · 28209

Phone

(704) 364-7069

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

2025-09-29

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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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