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TERRY R. CASHION, DDS — TERRY R. CASHION, DDS 401K PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230731090006NAL0021734656006
TERRY R. CASHION, DDS
Form 5500-SF
FILING_RECEIVED
TERRY R. CASHION, DDS 401K PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
TERRY R. CASHION, DDS
.
Find decision makers
Plan sponsor
Name
TERRY R. CASHION, DDS
EIN
62-1509090
Address
3786 CENTAL PIKE, SUITE 100 · HERMITAGE, TN · 37076
Phone
(615) 889-3609
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-07-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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