Original filing (PDF)20251014064112NAL0002300657001

HM ORAL SURGERY

Name: HM ORAL SURGERY — HM ORAL SURGERY CASH BALANCE PLAN, Form 5500 (2024)
Creator: HM ORAL SURGERY

Form 5500-SF

FILING_RECEIVED

HM ORAL SURGERY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 HM ORAL SURGERY.

Plan sponsor

Name

HM ORAL SURGERY

EIN

81-2247850

Address

2407 PLANTATION CENTER DRIVE · SUITE 102 · MATTHEWS, NC · 28105

Phone

(704) 246-6557

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

2025-10-14

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

1D · Floor-offset DB

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

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