Original filing (PDF)20250915154640NAL0001164673001

PLANTATION ORAL SURGERY, PLLC

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

Form 5500-SF

FILING_RECEIVED

PLANTATION ORAL SURGERY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$285K

Net assets (EOY)

$285K

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 PLANTATION ORAL SURGERY, PLLC.

Plan sponsor

Name

PLANTATION ORAL SURGERY, PLLC

EIN

83-2688874all filings

Address

201 NW 70TH AVE · PLANTATION, FL · 33317

Phone

(954) 792-5544

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

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

ALIRAAD MOATTAR DDS INC

ALIRAAD MOATTAR DDS INC. PROFIT SHARING PLAN

$285K · 8 participants

CATHERINE TRANG QUACH, DDS, APC

CATHERINE TRANG QUACH, DDS, APC RETIREMENT PLAN

$285K · 6 participants

CREATINGSMILES

CREATINGSMILES 401(K) PLAN

$285K · 10 participants

COURET DENTAL, PC.

DENTE COMPLETE DENTISTRY 401(K) PLAN

$285K · 9 participants

JENNIFER A BARRETT DDS PLLC

BARRETT FAMILY DENTAL 401(K) PLAN

$284K · 8 participants

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