· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
STEVEN C. BADGER, D.D.S., P.C. — STEVEN C. BADGER, D.D.S., P.C. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251006160038NAL0003984753001
STEVEN C. BADGER, D.D.S., P.C.
Form 5500-SF
FILING_RECEIVED
STEVEN C. BADGER, D.D.S., P.C. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
STEVEN C. BADGER, D.D.S., P.C.
.
Find decision makers
Plan sponsor
Name
STEVEN C. BADGER, D.D.S., P.C.
EIN
86-0939614
Address
PO BOX 670 · LAKESIDE, AZ · 85929
Phone
(928) 368-7528
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Name
PINNACLE PLAN DESIGN, LLC
EIN
20-3970947
City
TUCSON, AZ
Phone
(520) 618-1305
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
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
AMIN JAVID, D.D.S., INC.
AMIN JAVID, D.D.S., INC. RETIREMENT PLAN
$1.2M · 9 participants
SULLIVAN AND BASTIAN, PLLC
SULLIVAN AND BASTIAN, PLLC 401(K) PROFIT SHARING PLAN
$1.2M · 10 participants
L.G. PUCKETT, D.D.S.
THE COLUMNS DENTAL PRACTICE RETIREMENT PLAN & TRUST
$1.2M · 11 participants
MODERN DENTAL OF SPRINGFIELD, PLLC
MODERN DENTAL OF SPRINGFIELD, PLLC CASH BALANCE PLAN
$1.2M · 10 participants
DAVID S. NAPORA, DMD
DAVID S. NAPORA, DMD 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 4 participants
LANCASTER DENTAL RETIREMENT PLAN
LANCASTER DENTAL RETIREMENT PLAN PROFIT SHARING PLAN
$1.2M · 7 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
