How big is LYLE B Borman DDS' plan?

LYLE B Borman DDS' plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20251006155944NAL0006576752001

LYLE B Borman DDS

Name: LYLE B Borman DDS — LYLE B Borman DDS 401/Profit, Form 5500 (2024)
Creator: LYLE B Borman DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LYLE B Borman DDS 401/Profit Sharing Plan With UBS

401(k) retirement plan · LYLE B Borman DDS' LYLE B Borman DDS 401/Profit Sharing Plan With UBS held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

LYLE B Borman DDS' EIN is 11-2567359.

EIN 11-2567359

Plan number 010

Plan year 2024

ACK ID 20251006155944NAL0006576752001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LYLE B Borman DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LYLE B Borman DDS' plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYLE B BORMAN DDS.

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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

Helping the score