Original filing (PDF)20250926043618NAL0009062065001

LISA M. LESTER, D.D.S., P.C.

Name: LISA M. LESTER, D.D.S., P.C. — LISA M LESTER, D.D.S., P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA M. LESTER, D.D.S., P.C.

Form 5500-SF

FILING_RECEIVED

LISA M LESTER, D.D.S., P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

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 LISA M. LESTER, D.D.S., P.C..

Plan sponsor

Name

LISA M. LESTER, D.D.S., P.C.

EIN

16-1572218

Address

46 UTICA STREET · CLINTON, NY · 13323

Phone

(315) 853-6181

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

2025-09-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Related plans

Similar-size Offices of Dentists plans

DAVID L. HARNETT, DDS INC.

DAVID L. HARNETT, DDS INC. EMPLOYEE PROFIT SHARING PLAN

$4.3M · 19 participants

CACCHILLO & DANIEL, INC.

CACCHILLO & DANIEL, INC. 401(K) PLAN

$4.3M · 17 participants

MARK H. KNIGHT, D.D.S.

MARK H. KNIGHT, D.D.S. 401(K) PLAN

$4.3M · 21 participants

STEPHANIE C CHEN, D.D.S., M.S., P.A.

STEPHANIE C. CHEN, D.D.S., M.S., P.A. 401K PROFIT SHARING PLAN

$4.3M · 7 participants

SARSON ENTERPRISES

SARSON ENTERPRISES, INC. 401K PLAN