Original filing (PDF)20250730141830NAL0010591874001

Dr Joseph C Lazar Money Purchase Plan

Name: Dr Joseph C Lazar Money Purchase Plan — Form 5500 (2024)
Creator: Dr Joseph C Lazar Money Purchase Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined-contribution retirement plan · Dr Joseph C Lazar Money Purchase Plan held $162K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$162K

Net assets (EOY)

$162K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR JOSEPH C LAZAR MONEY PURCHASE PLAN.

Plan sponsor

Name

DR JOSEPH C LAZAR MONEY PURCHASE PLAN

EIN

11-3070815all filings

Address

8 CHURCHILL RD · FORT SALONGA, NY · 117682405

Phone

—

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator