Original filing (PDF)20251006155944NAL0006576752001

LYLE B BORMAN DDS

Name: LYLE B BORMAN DDS — LYLE B BORMAN DDS 401/PROFIT SHARING PLAN WITH UBS, Form 5500 (2024)
Creator: LYLE B BORMAN DDS

Form 5500-SF

FILING_RECEIVED

LYLE B BORMAN DDS 401/PROFIT SHARING PLAN WITH UBS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 LYLE B BORMAN DDS.

Plan sponsor

Name

LYLE B BORMAN DDS

EIN

11-2567359

Address

9229 QUEENS BLVD STE 1K · REGO PARK, NY · 113741072

Phone

(718) 459-1716

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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