How big is James E. LUPI, DDS, PC's plan?

James E. LUPI, DDS, PC's plan reported $4.5M in assets and 8 participants for 2024.

Original filing (PDF)20250312212912NAL0031535280001

James E. LUPI, DDS, PC

Name: James E. LUPI, DDS, PC — James E. LUPI, DDS, PC, Form 5500 (2024)
Creator: James E. LUPI, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James E. LUPI, DDS, PC 401(k) Plan

401(k) retirement plan · James E. LUPI, DDS, PC's James E. LUPI, DDS, PC 401(k) Plan held $4.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

James E. LUPI signed James E. LUPI, DDS, PC's 2024 Form 5500 as plan administrator.

James E. LUPI — 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

James E. LUPI, DDS, PC's EIN is 20-2038698.

EIN 20-2038698

Plan number 001

Plan year 2024

ACK ID 20250312212912NAL0031535280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James E. LUPI, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James E. LUPI, DDS, PC'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 JAMES E. LUPI, DDS, PC.

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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 (92nd percentile).

Plan sponsor

Name

JAMES E. LUPI, DDS, PC

EIN

all filings

Address

471 GARRISONVILLE ROAD, SUITE 101 · STAFFORD, VA · 22554

Phone

(540) 720-4178

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator