Original filing (PDF)20250715173539NAL0002408001001

MICHAEL A. SHERMAN, DDS, PA

Name: MICHAEL A. SHERMAN, DDS, PA — MICHAEL A. SHERMAN, DDS, PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MICHAEL A. SHERMAN, DDS, PA

Form 5500-SF

FILING_RECEIVED

MICHAEL A. SHERMAN, DDS, PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 MICHAEL A. SHERMAN, DDS, PA.

Plan sponsor

Name

MICHAEL A. SHERMAN, DDS, PA

EIN

59-3563684

Address

2233 PARK AVENUE, SUITE 401 · ORANGE PARK, FL · 32073

Phone

(904) 269-5520

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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