Original filing (PDF)20251006113212NAL0006338512001

KERRVILLE OMS, PLLC

Name: KERRVILLE OMS, PLLC — KERRVILLE OMS, PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: KERRVILLE OMS, PLLC

Form 5500-SF

FILING_RECEIVED

KERRVILLE OMS, PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 KERRVILLE OMS, PLLC.

Plan sponsor

Name

KERRVILLE OMS, PLLC

EIN

81-0805325

Address

204 WESLEY DRIVE · KERRVILLE, TX · 78028

Phone

(830) 895-3494

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

2025-10-06

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

ERIC T. RYSNER, DDS

ERIC T. RYSNER, DDS 401(K) PLAN

$2.9M · 10 participants

PAMELA G MCCALISTER, DDS

PAMELA G MCCALISTER, DDS PROFIT SHARING PLAN

$2.9M · 2 participants

LAURIE E. SHEPHERD, D.D.S., INC.

LAURIE E. SHEPHERD, D.D.S., INC. PROFIT SHARING 401K PLAN

$2.9M · 7 participants

THAMES FAMILY DENTISTRY - COLLIERVILLE, PLLC

THAMES FAMILY DENTISTRY RETIREMENT PLAN & TRUST

$2.9M · 11 participants

FREDERICK M. HILBURN, II, DDS

FRED M. HILBURN, II, DDS PROFIT SHARING 401K PLAN