Original filing (PDF)20250728152653NAL0003767522001

JAMES C. PALMER, DDS

Name: JAMES C. PALMER, DDS — JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JAMES C. PALMER, DDS

Form 5500-SF

FILING_RECEIVED

JAMES C. PALMER, DDS CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 JAMES C. PALMER, DDS.

Plan sponsor

Name

JAMES C. PALMER, DDS

EIN

72-1043649

Address

729 WEST MAIN STREET · HOMER, LA · 71040

Phone

(318) 927-6152

Industry

Offices of Physicians· 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

2025-07-28

Pension benefit codes

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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 Physicians plans

PROGRESSIVE CARE, S.C.

PROGRESSIVE CARE 401(K) PLAN

$2.4M · 3 participants

NATIONAL PAIN CENTERS, LLC

NATIONAL PAIN CENTERS, LLC DEFINED BENEFIT PENSION PLAN & TRUST

$2.4M · 4 participants

DAVID A HORVATH MD PC

DAVID A HORVATH MD PC PROFIT SHARING PLAN

$2.4M · 11 participants

JOHN A. VERDONI, M.D.

JOHN A. VERDONI, M.D. PROFIT SHARING PLAN

$2.4M · 1 participants

MANOJ TREHAN MEDICAL PC

MANOJ TREHAN MEDICAL PC DEFINED BENEFIT PLAN