How big is Edward J. LIS, Jr., DO's plan?

Edward J. LIS, Jr., DO's plan reported $328K in assets and 5 participants for 2024.

Original filing (PDF)20250918044208NAL0001118513001

Edward J. LIS, Jr., DO

Name: Edward J. LIS, Jr., DO — Edward J. LIS, Jr., DO Cash, Form 5500 (2024)
Creator: Edward J. LIS, Jr., DO
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward J. LIS, Jr., DO Cash Balance Plan

Defined-benefit pension plan · Edward J. LIS, Jr., DO's Edward J. LIS, Jr., DO Cash Balance Plan held $328K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

People on this filing

Edward J. LIS, Jr. DO signed Edward J. LIS, Jr., DO's 2024 Form 5500 as plan administrator.

Edward J. LIS, Jr. DO — 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

Edward J. LIS, Jr., DO's EIN is 20-2061830.

EIN 20-2061830

Plan number 002

Plan year 2024

ACK ID 20250918044208NAL0001118513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edward J. LIS, Jr., DO from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edward J. LIS, Jr., DO's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARD J. LIS, JR., DO.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score