Original filing (PDF)20251010071712NAL0017889538001

LISA J. SMARTZ, DMD

Name: LISA J. SMARTZ, DMD — LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA J. SMARTZ, DMD

Form 5500-SF

FILING_RECEIVED

LISA J. SMARTZ DMD MUTUAL FUND - KEOGH PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 LISA J. SMARTZ, DMD.

Plan sponsor

Name

LISA J. SMARTZ, DMD

EIN

22-3358862

Address

110 WARREN AVENUE · HO-HO-KUS, NJ · 07423

Phone

(201) 652-1154

Industry

Offices of Physicians· 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

2025-10-10

Pension benefit codes

2E · Profit-sharing

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

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