How big is C.A. Levanos DDS, Inc.'s plan?

C.A. Levanos DDS, Inc.'s plan reported $4.4M in assets and 17 participants for 2024.

Original filing (PDF)20251009073723NAL0003401507001

C.A. Levanos DDS, Inc.

Name: C.A. Levanos DDS, Inc. — C.A. Levanos DDS Inc., Form 5500 (2024)
Creator: C.A. Levanos DDS, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.A. Levanos DDS Inc. Profit Sharing Plan

401(k) retirement plan · C.A. Levanos DDS, Inc.'s C.A. Levanos DDS Inc. Profit Sharing Plan held $4.4M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Jonathan Trecker signed C.A. Levanos DDS, Inc.'s 2024 Form 5500 as plan administrator.

Jonathan Trecker — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C.A. Levanos DDS, Inc.'s EIN is 04-2494502.

EIN 04-2494502

Plan number 002

Plan year 2024

ACK ID 20251009073723NAL0003401507001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C.A. Levanos DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C.A. Levanos DDS, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C.A. LEVANOS DDS, INC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off