How big is Scott Lebus DDS MS Inc.'s plan?

Scott Lebus DDS MS Inc.'s plan reported $407K in assets and 11 participants for 2024.

Original filing (PDF)20250710150754NAL0015371730001

Scott Lebus DDS MS Inc.

Name: Scott Lebus DDS MS Inc. — Scott Lebus DDS MS Inc., Form 5500 (2024)
Creator: Scott Lebus DDS MS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Scott Lebus DDS MS Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Scott Lebus DDS MS Inc.'s Scott Lebus DDS MS Inc. 401(k) Profit Sharing Plan & Trust held $407K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$407K

Net assets (EOY)

$407K

People on this filing

Edward Rojas signed Scott Lebus DDS MS Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Scott Lebus DDS MS Inc.'s EIN is 20-0514403.

EIN 20-0514403

Plan number 001

Plan year 2024

ACK ID 20250710150754NAL0015371730001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Scott Lebus DDS MS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Scott Lebus DDS MS Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

SCOTT LEBUS DDS MS INC

EIN

all filings

Address

1244 9TH AVE · SAN FRANCISCO, CA · 94107

Phone

(415) 509-3636

Industry

Other Services (ex. Public Admin)

Plan administrator