Original filing (PDF)20251005203241NAL0002838273001

KARL A. HEINZELMANN, D.D.S., P.C.

Name: KARL A. HEINZELMANN, D.D.S., P.C. — KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: KARL A. HEINZELMANN, D.D.S., P.C.

Form 5500-SF

FILING_RECEIVED

KARL A. HEINZELMANN, D.D.S., P.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KARL A. HEINZELMANN, D.D.S., P.C..

Plan sponsor

Name

KARL A. HEINZELMANN, D.D.S., P.C.

EIN

58-1678154

Address

11775 POINTE PLACE, SUITE 104 · ROSWELL, GA · 300764652

Phone

(770) 475-3398

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

2025-10-05

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

Related plans

Similar-size Offices of Dentists plans

BAILEY FAMILY DENTAL, PC

BAILEY FAMILY DENTISTRY 401(K) PLAN

$1.9M · 25 participants

HAMLET KARAPETIAN DMD,INC.

HAMLET KARAPETIAN DMD INC CASH BALANCE PLAN

$1.9M · 27 participants

GOTT FAMILY DENTISTRY PLLC

GOTT FAMILY DENTISTRY PLLC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 13 participants

NOOSHI AKAVAN, D.D.S,. A PROFESSIONAL CORP

NOOSHI AKAVAN, D.D.S., A PROFESSIONAL CORP CASH BALANCE PENSION PLAN AND TRUST AGREEMENT

$1.9M · 4 participants

PACKARD, WALKER, & DUNN, PLLC