Original filing (PDF)20250928150352NAL0004689875001

MARK S. MCCONNELL, DDS

Name: MARK S. MCCONNELL, DDS — MERITAGE CASH BALANCE PLAN, Form 5500 (2024)
Creator: MARK S. MCCONNELL, DDS

Form 5500-SF

FILING_RECEIVED

MERITAGE CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 MARK S. MCCONNELL, DDS.

Plan sponsor

Name

MARK S. MCCONNELL, DDS

EIN

85-0401940

Address

5925 WYOMING BOULEVARD NE SUITE B · ALBUQUERQUE, NM · 871093866

Phone

(505) 858-0500

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

2025-09-28

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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