Original filing (PDF)20250501105355NAL0006625346001

LINDSEY F MARSHALL DMD PC

Name: LINDSEY F MARSHALL DMD PC — LINDSEY F MARSHALL DMD PC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: LINDSEY F MARSHALL DMD PC

Form 5500-SF

FILING_RECEIVED

LINDSEY F MARSHALL DMD PC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 LINDSEY F MARSHALL DMD PC.

Plan sponsor

Name

LINDSEY F MARSHALL DMD PC

EIN

23-3036165

Address

32 PARKING PLZ # 80 · ARDMORE, PA · 190032415

Phone

(610) 649-0696

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

2025-05-01

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

MCDONALD & GRUCHALLA, D.D.S.

MCDONALD & GRUCHALLA, D.D.S., EMPLOYEE'S PROFIT SHARING PLAN

$2.1M · 16 participants

JEFFREY D. BREYMAIER DDS

DR. JEFFREY D. BREYMAIER DDS 401(K) PLAN

$2.1M · 6 participants

IRA GROSSER, D.D.S.

IRA GROSSER, D. D. S. 401(K) PROFIT SHARING PLAN

$2.1M · 5 participants

DR. ASHRAF W. SEDHOM BDS MD PC

DR. ASHRAF W. SEDHOM BDS MD PC DEFINED BENEFIT PLAN & TRUST

$2.1M · 12 participants

GREGORY M. ATACK, DMD, P.C.

ATACK EXCELLENT FAMILY DENTISTRY 401(K) PLAN