· 2022–2024 · DOL EFAST2

DR. SARAH K. WILSON DDS PLLC — DR. SARAH K. WILSON DDS PLLC CASH BALANCE PENSION PLAN, Form 5500 (2024)

Original filing (PDF)20250719082552NAL0001403139001

DR. SARAH K. WILSON DDS PLLC

Form 5500-SF

FILING_RECEIVED

DR. SARAH K. WILSON DDS PLLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$486K

Net assets (EOY)

$486K

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 DR. SARAH K. WILSON DDS PLLC.

Plan sponsor

Name

DR. SARAH K. WILSON DDS PLLC

EIN

88-2344763all filings

Address

4231 COLONIAL AVE · ROANOKE, VA · 24018

Phone

(540) 989-4698

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

2025-07-19

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

BEST SMILE DENTAL PC

BEST SMILE DENTAL PC 401(K) PROFIT SHARING PLAN & TRUST

$486K · 5 participants

FREED DENTAL PROF. LLC

10TH STREET DENTAL 401(K) PLAN

$486K · 7 participants

K HUDSON AND C BARBER DMD PC

K HUDSON AND C BARBER DMD PC PROFIT SHARING PLAN

$486K · 9 participants

KEARSCHNER FAMILY DENTISTRY LLC

KEARSCHNER 401(K) PLAN

$486K · 11 participants

PETER D. GAUGER, D.D.S., PLLC DBA TACOMA ORAL SURGERY & IMPLANTS

PETER D. GAUGER, D.D.S., PLLC CASH BALANCE PLAN

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