Original filing (PDF)20240722231311NAL0023262354001

ROBIN LUCAS DMD PA

Name: ROBIN LUCAS DMD PA — ROBIN LUCAS DMD PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: ROBIN LUCAS DMD PA

Form 5500-SF

FILING_RECEIVED

ROBIN LUCAS DMD PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$171K

Net assets (EOY)

$171K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBIN LUCAS DMD PA.

Plan sponsor

Name

ROBIN LUCAS DMD PA

EIN

22-3804652all filings

Address

232 BLOOMFIELD STREET · HOBOKEN, NJ · 07030

Phone

(201) 798-8899

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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