Original filing (PDF)20250619092337NAL0001747155001

MARSHALL T LAVIN, DDS, PC

Name: MARSHALL T LAVIN, DDS, PC — MARSHALL T LAVIN, DDS, PC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARSHALL T LAVIN, DDS, PC

Form 5500-SF

FILING_RECEIVED

MARSHALL T LAVIN, DDS, PC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

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 MARSHALL T LAVIN, DDS, PC.

Plan sponsor

Name

MARSHALL T LAVIN, DDS, PC

EIN

01-0642424

Address

3400 E. 26TH STREET · SIOUX FALLS, SD · 571034183

Phone

(605) 334-7979

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

MACATANGAY DENTISTRY, INC.

MACATANGAY DENTISTRY, INC. PROFIT SHARING 401(K) PLAN

$3.9M · 2 participants

COLIC AND PATEL PLLC

COLIC AND PATEL PLLC 401(K) PLAN

$3.9M · 25 participants

JOHN G. BOZICH, D.M.D., P.C.

JOHN G. BOZICH, D.M.D., P.C. PROFIT SHARING AND EMPLOYEE SAVINGS BENEFIT PLAN

$3.9M · 11 participants

ORAL AND MAXILLOFACIAL SURGERY OF THE PALM BEACHES LLC

ORAL AND MAXILLOFACIAL SURGERY OF THE PALM BEACHES LLC 401(K) PLAN

$3.9M · 6 participants

TANNER & TANNER, PLLC