Original filing (PDF)20250410144234NAL0024404401001

CRAIG A SATER,DDS,PA

Name: CRAIG A SATER,DDS,PA — CRAIG A SATER,DDS,PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CRAIG A SATER,DDS,PA

Form 5500-SF

FILING_RECEIVED

CRAIG A SATER,DDS,PA PROFIT SHARING PLAN

Defined-contribution retirement 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 CRAIG A SATER,DDS,PA.

Plan sponsor

Name

CRAIG A SATER,DDS,PA

EIN

59-3368950

Address

1881 SYKES CREEK DR. · MERRITT ISLAND, FL · 329533023

Phone

(321) 631-5600

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

2025-04-10

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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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