Original filing (PDF)20250114132855NAL0011658051001

SOUTH FLORIDA ORAL & MAXILLOFACIAL SURGERY LLP

Name: SOUTH FLORIDA ORAL & MAXILLOFACIAL SURGERY LLP — SFOMS DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: SOUTH FLORIDA ORAL & MAXILLOFACIAL SURGERY LLP

Form 5500-SF

FILING_RECEIVED

SFOMS DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 SOUTH FLORIDA ORAL & MAXILLOFACIAL SURGERY LLP.

Plan sponsor

Name

SOUTH FLORIDA ORAL & MAXILLOFACIAL SURGERY LLP

EIN

65-0836044all filings

Address

1025 MILITARY TRAIL, SUITE 110 · JUPITER, FL · 33458

Phone

(561) 743-8311

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator