Original filing (PDF)20250616113323NAL0000852497001

BUCKENHEIMER AND BULNES, D.M.D.'S,

Name: BUCKENHEIMER AND BULNES, D.M.D.'S, — BUCKENHEIMER & BULNES, D.M.D.'S, P.A. 401K PLAN AND TRUST, Form 5500 (2024)
Creator: BUCKENHEIMER AND BULNES, D.M.D.'S,

Form 5500-SF

FILING_RECEIVED

BUCKENHEIMER & BULNES, D.M.D.'S, P.A. 401K PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 BUCKENHEIMER AND BULNES, D.M.D.'S,.

Plan sponsor

Name

BUCKENHEIMER AND BULNES, D.M.D.'S,

EIN

59-3697484

Address

3906 W NEPTUNE ST · TAMPA, FL · 336295829

Phone

(813) 259-9000

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

2025-06-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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