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Original filing (PDF)20260227211813NAL0001940754001
MARY LAMSBACK, EXECUTRIX
Form 5500-SF
FILING_RECEIVED
E GARY LAMSBACK MD DEFINED CONTRIBUTION PLAN
Defined-contribution retirement plan
Signals · 1
Late filing · 3.4 mo
Active participants
0
Accounts w/ balance
3
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
86
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
90
Knocking points off
- Filed 3.4 months past the 10.5-month grace window.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARY LAMSBACK, EXECUTRIX.
Plan sponsor
Name
MARY LAMSBACK, EXECUTRIX
EIN
23-2397684
Address
1441 LEWIS ROAD · RYDAL, PA · 19046
Phone
(215) 512-7821
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
2026-02-27
Pension benefit codes
2C · Money purchase (other than target benefit)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.