Original filing (PDF)20250825123841NAL0007865825001

SOKOLOV & PIPER, P.A.

Name: SOKOLOV & PIPER, P.A. — SOKOLOV & PIPER, P.A. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOKOLOV & PIPER, P.A.

Form 5500-SF

FILING_RECEIVED

SOKOLOV & PIPER, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOKOLOV & PIPER, P.A..

Plan sponsor

Name

SOKOLOV & PIPER, P.A.

EIN

65-0627169

Address

7500 BRYAN DAIRY ROAD, SUITE C · LARGO, FL · 33777

Phone

(727) 548-7100

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

2025-08-25

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

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

Related plans

Similar-size Offices of Dentists plans

TROY M. GOMBERT, D.D.S., P.C.

TROY M. GOMBERT, D.D.S., P.C. 401(K) PLAN

$1.5M · 5 participants

YEUNG & LEE, P. S.

YEUNG & LEE, P. S. 401(K) PROFIT SHARING PLAN

$1.5M · 39 participants

GREENWOOD DENTAL CARE PLLC

GREENWOOD DENTAL CARE LLC 401K PLAN

$1.5M · 6 participants

NIA DENTISTRY, LLC

NIA DENTISTRY LLC 401(K) PLAN

$1.5M · 12 participants

SCOTT A. EDWARDS, D.D.S.

SCOTT A. EDWARDS,D.D.S.PROFIT SHARING PLAN & TRUST

$1.5M · 17 participants