· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AAKAR CHOKSHI, DDS, PLLC — AAKAR CHOKSHI, DDS, PLLC CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930114653NAL0005473747001
AAKAR CHOKSHI, DDS, PLLC
Form 5500-SF
FILING_RECEIVED
AAKAR CHOKSHI, DDS, PLLC CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
8
Accounts w/ balance
—
Plan assets (EOY)
$409K
Net assets (EOY)
$409K
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
AAKAR CHOKSHI, DDS, PLLC
.
Find decision makers
Plan sponsor
Name
AAKAR CHOKSHI, DDS, PLLC
EIN
86-2774309
Address
11507 GLANMIRE DRIVE · MATTHEWS, NC · 28105
Phone
(213) 590-2049
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1D · Floor-offset DB
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
MADISON DENTAL
MADISON DENTAL 401(K) PLAN
$409K · 5 participants
VIVIAN LEE, D.D.S.
VIVIAN LEE, D.D.S. 401(K) P/S PLAN
$409K · 2 participants
STEVEN C HUNTSMAN DDS PLLC
STEVEN C HUNTSMAN DDS PLLC CASH BALANCE PLAN
$409K · 10 participants
JAMES F. MOSES DDS, LLC
SUSQUEHANNA ORTHODONTICS CASH BALANCE PENSION PLAN
$409K · 3 participants
BIODENTIST ALABAMA, LLC
BIODENTIST ALABAMA, LLC RETIREMENT PLAN
$409K · 10 participants
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.
DANI STANSELL DDS PA
DANI STANSELL DDS PA 401K PLAN
$409K · 125 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
