Original filing (PDF)20251013134633NAL0002112704001

JC ORAL SURGERY, PLLC

Name: JC ORAL SURGERY, PLLC — JC ORAL SURGERY, PLLC RETIREMENT PLAN, Form 5500 (2024)
Creator: JC ORAL SURGERY, PLLC

Form 5500-SF

FILING_RECEIVED

JC ORAL SURGERY, PLLC RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

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 JC ORAL SURGERY, PLLC.

Plan sponsor

Name

JC ORAL SURGERY, PLLC

EIN

82-1462112all filings

Address

301 WEST AVENUE, UNIT 4401 · AUSTIN, TX · 78701

Phone

(973) 214-2681

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

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

1E · Section 401(h) arrangement

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 Dentists plans

DOWNTOWN VIENNA DENTAL PLLC

DOWNTOWN VIENNA DENTAL PLLC 401(K) PROFIT SHARING PLAN

$215K · 3 participants

GREGORY R EISSMANN DDS, INC.

THE EISSMANN DENTAL TEAM 401(K) PLAN & TRUST

$215K

SANTIAGO LOPEZ DMD PA

ELITE DENTAL & AESTHETICS 401(K) PLAN

$215K · 11 participants

DAVID CHANG, DDS, INC.

DAVID CHANG, DDS, INC. 401(K) PLAN

$215K · 3 participants

JOANNE LEUNG D.D.S, A PROFESSIONAL CORP.

JOANNE LEUNG D.D.S, A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

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