Original filing (PDF)20251014195331NAL0004884576001

DR. MICHAEL SCOTT, DR. GWENDOLYN DENISE CORBETT

Name: DR. MICHAEL SCOTT, DR. GWENDOLYN DENISE CORBETT — GEAUX ENDO PEDO DEFINED BENEFIT CASH BALANCE PLAN & TRUST, Form 5500 (2024)
Creator: DR. MICHAEL SCOTT, DR. GWENDOLYN DENISE CORBETT

Form 5500-SF

FILING_RECEIVED

GEAUX ENDO PEDO DEFINED BENEFIT CASH BALANCE PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

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 DR. MICHAEL SCOTT, DR. GWENDOLYN DENISE CORBETT.

Plan sponsor

Name

DR. MICHAEL SCOTT, DR. GWENDOLYN DENISE CORBETT

EIN

72-1480708

Address

9804 BLUEBONNET BLVD, SUITE B · BATON ROUGE, LA · 70810

Phone

(225) 766-3061

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

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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

MID MICHIGAN DENTAL CENTER, P.C.

MID MICHIGAN DENTAL CENTER, P.C. 401(K) PLAN

$2.8M · 16 participants

MICHAELA M. MCCORMICK, D.M.D., P.C.

MCCORMICK ORTHODONTICS RETIREMENT PLAN & TRUST

$2.8M · 1 participants

JEFFREY T. STRALEY, P.C

JEFFREY T. STRALEY, P.C 401(K) PLAN

$2.8M · 3 participants

CYNTHIA A. BARTOLONE, DMD

CYNTHIA A. BARTOLONE, DMD PROFIT SHARING PLAN

$2.8M · 7 participants

ANDREW I. PUPKIN, D.D.S., P.A.

ANDREW I. PUPKIN, D.D.S., P.A. 401(K) PROFIT SHARING PLAN AND TRUST