Original filing (PDF)20250930095514NAL0016312451001

LEHMAN WAGGENER PROFESSIONAL DENTAL CORP

Name: LEHMAN WAGGENER PROFESSIONAL DENTAL CORP — LEHMAN WAGGENER PROF. DENTAL CORP PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: LEHMAN WAGGENER PROFESSIONAL DENTAL CORP

Form 5500-SF

FILING_RECEIVED

LEHMAN WAGGENER PROF. DENTAL CORP PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

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 LEHMAN WAGGENER PROFESSIONAL DENTAL CORP.

Plan sponsor

Name

LEHMAN WAGGENER PROFESSIONAL DENTAL CORP

EIN

20-8125556

Address

80 DOCTORS PARK DRIVE · SANTA ROSA, CA · 95405

Phone

(707) 544-1836

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ALPINE DENTAL HEALTH, LLC

ALPINE DENTAL HEALTH, LLC 401(K) PLAN

$3.6M · 31 participants

PHILLIP M. SEIM DDS, APC.

PHILLIP M. SEIM DDS, APC. DEFINED BENEFIT PENSION PLAN

$3.6M · 4 participants

LOW DENTAL APC

LOW DENTAL APC 401(K) PROFIT SHARING PLAN & TRUST

$3.6M · 18 participants

KENNEDY DENTAL ASSOCIATES, P.C.

KENNEDY DENTAL ASSOCIATES, P.C. SAFE HARBOR 401(K) PLAN

$3.6M · 24 participants

TDN ASO, LLC

TDN 401(K) SAVINGS PLAN