Original filing (PDF)20251015101709NAL0005773984001

SHORE ENDODONTIC GROUP LLC

Name: SHORE ENDODONTIC GROUP LLC — SHORE ENDODONTIC GROUP LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SHORE ENDODONTIC GROUP LLC

Form 5500-SF

FILING_RECEIVED

SHORE ENDODONTIC GROUP LLC 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 SHORE ENDODONTIC GROUP LLC.

Plan sponsor

Name

SHORE ENDODONTIC GROUP LLC

EIN

61-1548253

Address

459 LAKEHURST ROAD · TOMS RIVER, NJ · 08755

Phone

(732) 349-9222

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

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

LESLIE B. ANTHONY, D.M.D., P.C.

LESLIE B. ANTHONY, D.M.D., P.C. RETIREMENT PLAN & TRUST

$1.9M · 7 participants

LAWRENCE E WEINER DMD PC

LAWRENCE E WEINER DMD PC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 13 participants

YJZ DENTAL PC

YJZ DENTAL PC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 43 participants

MBT ORTHODONTICS, LLC

MBT ORTHODONTICS, LLC CASH BALANCE PLAN

$1.9M · 22 participants

BRAYDICH DENTAL, INC.

BRAYDICH DENTAL PROFIT SHARING PLAN