Original filing (PDF)20251226081547NAL0023477248001

DEREK A LEWIS DDS PC

Name: DEREK A LEWIS DDS PC — DEREK A LEWIS DDS PC CASH BALANCE PLAN, Form 5500 (2024)
Creator: DEREK A LEWIS DDS PC

Form 5500-SF

FILING_RECEIVED

DEREK A LEWIS DDS PC CASH BALANCE PLAN

Defined-benefit pension plan

Signals · 1

Late filing · 1.3 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$774K

Net assets (EOY)

$774K

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 1.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

DEREK A LEWIS DDS PC

EIN

13-4146601all filings

Address

110 LOCKWOOD AVE · SUITE 200 · NEW ROCHELLE, NY · 10801

Phone

(914) 654-9736

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

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

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CAPITAL CITY DENTISTRY

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