Original filing (PDF)20251010144337NAL0018273138001

SA ORAL SURGEONS, PLLC

Name: SA ORAL SURGEONS, PLLC — SA ORAL SURGEONS, PLLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SA ORAL SURGEONS, PLLC

Form 5500-SF

FILING_RECEIVED

SA ORAL SURGEONS, PLLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

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 SA ORAL SURGEONS, PLLC.

Plan sponsor

Name

SA ORAL SURGEONS, PLLC

EIN

85-3682097

Address

8611 HILLCREST RD - SUITE 235 · DALLAS, TX · 75225

Phone

(214) 269-1244

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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

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 Physicians plans

FAMILY IMMEDIATE CARE, LLC

FAMILY IMMEDIATE CARE 401(K) PLAN

$593K · 2 participants

LEHIGH PULMONARY ASSOCIATES

FLORIDA LUNG & SLEEP ASSOCIATES 401(K) PLAN

$593K · 11 participants

JOSEPH H. PARK MD, INC.

JOSEPH H. PARK MD. INC. RETIREMENT PLAN

$593K · 6 participants

WELLNESS RESOLUTIONS, LLC

WELLNESS RESOLUTIONS, LLC 401(K) PROFIT SHARING PLAN

$593K · 2 participants

ELITE SURGICAL SPECIALISTS PC

ELITE SURGICAL SPECIALISTS PC 401(K) PLAN