How big is Lockport Orthodontics, P.C.'s plan?

Lockport Orthodontics, P.C.'s plan reported $5.6M in assets and 7 participants for 2023.

Original filing (PDF)20250110085412NAL0013785665001

Lockport Orthodontics, P.C.

Name: Lockport Orthodontics, P.C. — Lockport Orthodontics, Form 5500 (2023)
Creator: Lockport Orthodontics, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lockport Orthodontics, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Lockport Orthodontics, P.C.'s Lockport Orthodontics, P.C. 401(k) Profit Sharing Plan held $5.6M in plan assets for 7 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

People on this filing

Albert Cavallari signed Lockport Orthodontics, P.C.'s 2023 Form 5500 as plan administrator.

Albert Cavallari — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lockport Orthodontics, P.C.'s EIN is 16-1065217.

EIN 16-1065217

Plan number 001

Plan year 2023

ACK ID 20250110085412NAL0013785665001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lockport Orthodontics, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lockport Orthodontics, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 LOCKPORT ORTHODONTICS, P.C..

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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