Original filing (PDF)20251014092121NAL0002491617001

MICHAEL LOZMAN DDS PC

Name: MICHAEL LOZMAN DDS PC — MICHAEL LOZMAN DDS PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MICHAEL LOZMAN DDS PC

Form 5500-SF

FILING_RECEIVED

MICHAEL LOZMAN DDS PC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MICHAEL LOZMAN DDS PC

EIN

14-1602287all filings

Address

17 JOHNSON ROAD · LATHAM, NY · 121105614

Phone

(518) 785-9441

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Related plans

Similar-size Offices of Dentists plans

PRO-TECH DENTAL ARTS, LLC

PRO-TECH DENTAL ARTS, LLC 401(K) PLAN

$137K · 11 participants

MARCEL T. BOUGHER, DDS

MARCEL T. BOUGHER, DDS PROFIT SHARING PLAN

$137K · 4 participants

TEXAS ENDODONTIC CENTER, PLLC

TEXAS ENDODONTIC CENTER, PLLC PROFIT SHARING PLAN

$137K · 8 participants

KATHERINE TSAP DDS A PROFESSIONA

KATHERINE TSAP DDS A PROFESSIONAL CORPORATION

$137K · 16 participants

PHAM AND MAUSETH DDS INC

PHAM AND MAUSETH DDS 401(K) PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.