Original filing (PDF)20240503131526NAL0019093345001

LAKEVIEW DENTAL

Name: LAKEVIEW DENTAL — LAKEVIEW DENTAL RETIREMENT PLAN & TRUST, Form 5500 (2023)
Creator: LAKEVIEW DENTAL

Form 5500-SF

FILING_RECEIVED

LAKEVIEW DENTAL RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 LAKEVIEW DENTAL.

Plan sponsor

Name

LAKEVIEW DENTAL

EIN

16-1613358

Address

6003 BIG TREE ROAD · LAKEVILLE, NY · 14480

Phone

(585) 346-3028

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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