Original filing (PDF)20251007174323NAL0008659584001

TERRY E. ZERVOS DDS PA

Name: TERRY E. ZERVOS DDS PA — TERRY E. ZERVOS DDS PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: TERRY E. ZERVOS DDS PA

Form 5500-SF

FILING_RECEIVED

TERRY E. ZERVOS DDS PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 TERRY E. ZERVOS DDS PA.

Plan sponsor

Name

TERRY E. ZERVOS DDS PA

EIN

59-3071166

Address

434 MAIN STREET · DUNEDIN, FL · 34698

Phone

(727) 244-3127

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid 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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