Original filing (PDF)20251001140955NAL0031806306001

BENSON & SHUMATE, DDS, PA

Name: BENSON & SHUMATE, DDS, PA — BENSON AND SHUMATE DDS PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BENSON & SHUMATE, DDS, PA

Form 5500-SF

FILING_RECEIVED

BENSON AND SHUMATE DDS PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

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 BENSON & SHUMATE, DDS, PA.

Plan sponsor

Name

BENSON & SHUMATE, DDS, PA

EIN

65-0166349

Address

1005 17TH STREET · VERO BEACH, FL · 32960

Phone

(772) 713-5149

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

2025-10-01

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

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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