Original filing (PDF)20250410131926NAL0024258257001

CIRUGIA ORAL Y MAXILOFACIAL CLA CSP

Name: CIRUGIA ORAL Y MAXILOFACIAL CLA CSP — CIOM PROFIT SHARING AND SAVINGS RETIREMENT PLAN, Form 5500 (2023)
Creator: CIRUGIA ORAL Y MAXILOFACIAL CLA CSP

Form 5500-SF

FILING_RECEIVED

CIOM PROFIT SHARING AND SAVINGS RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 CIRUGIA ORAL Y MAXILOFACIAL CLA CSP.

Plan sponsor

Name

CIRUGIA ORAL Y MAXILOFACIAL CLA CSP

EIN

66-0579948

Address

PO BOX 364827 · SAN JUAN, PR · 009364827

Phone

(787) 756-5300

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3C · Not intended to be qualified

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

JOHN M. CARGASACCHI, D.D.S., INC.

JOHN M. CARGASACCHI, D.D.S., INC. 401K PROFIT SHARING PLAN

$2.6M · 4 participants

ALAN M. ATLAS, D.M.D., P.C.

ALAN M. ATLAS, D.M.D., P.C. PROFIT SHARING PLAN

$2.6M · 6 participants

MCDONALD FAMILY DENTISTRY

MCDONALD FAMILY DENTISTRY 401(K) PLAN

$2.6M · 9 participants

YAT YEUNG TANG, DDS, INC. DBA ZEN DENTAL GROUP

YAT YEUNG TANG, DDS, INC. DBA ZEN DENTAL GROUP CASH BALANCE PLAN

$2.6M · 5 participants

ALAN L. WATSON

ALAN L. WATSON PROFIT SHARING PLAN