Original filing (PDF)20251015213720NAL0007353536001

LARRY PICARD, D.D.S.

Name: LARRY PICARD, D.D.S. — LARRY PICARD DDS, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: LARRY PICARD, D.D.S.

Form 5500-SF

FILING_RECEIVED

LARRY PICARD DDS, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 LARRY PICARD, D.D.S..

Plan sponsor

Name

LARRY PICARD, D.D.S.

EIN

95-4226329

Address

11500 W. OLYMPIC BLVD., STE. 326 · LOS ANGELES, CA · 90064

Phone

(310) 479-4500

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

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

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