Original filing (PDF)20231228132530NAL0014708992001

DR. DANIEL R. CULLUM, P.A.

Name: DR. DANIEL R. CULLUM, P.A. — DR. DANIEL R. CULLUM, P.A. CASH BALANCE PLAN, Form 5500 (2022)
Creator: DR. DANIEL R. CULLUM, P.A.

Form 5500-SF

FILING_RECEIVED

DR. DANIEL R. CULLUM, P.A. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

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 DR. DANIEL R. CULLUM, P.A..

Plan sponsor

Name

DR. DANIEL R. CULLUM, P.A.

EIN

82-0480104all filings

Address

1859 N. LAKEWOOD DR., SUITE 101 · COEUR D ALENE, ID · 83814

Phone

(208) 667-5565

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-08-15

Filed

2023-12-28

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

CLERMONT PEDIATRIC DENTISTRY, PLLC

LISA M. STOKES, D.D.S. M.S., P.A., DEFINED BENEFIT CASH BALANCE PLAN

J&G PARTNERSHIP, PLLC

J&G PARTNERSHIP, PLLC PENSION PLAN

GUTIERREZ PEDIATRIC DENTISTRY

GUTIERREZ PEDIATRIC DENTISTRY 401 (K) PROFIT SHARING PLAN & TRUST

ORTHODONTICS AT DTC, A PROFESSIONAL LLC

ORTHODONTICS AT DTC, A PROFESSIONAL LLC 401(K) PLAN

BJARNASON ENDODONTICS, PLLC

OAKWOOD ENDODONTICS RETIREMENT PLAN & TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.