Original filing (PDF)20251001125634NAL0013242769001

JOHN LAZZARA DDS PA

Name: JOHN LAZZARA DDS PA — JOHN LAZZARA DDS PA CASH BALANCE PLAN, Form 5500 (2024)
Creator: JOHN LAZZARA DDS PA

Form 5500-SF

FILING_RECEIVED

JOHN LAZZARA DDS PA CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 JOHN LAZZARA DDS PA.

Plan sponsor

Name

JOHN LAZZARA DDS PA

EIN

26-0575310

Address

436 JACKSONVILLE DR · JACKSONVILLE BEACH, FL · 322503812

Phone

(904) 210-6429

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

CURTIS ORTHODONTICS, PLC

CURTIS ORTHODONTICS, PLC RETIREMENT PLAN

$1.2M · 7 participants

SOUTH LOOP DENTAL SPECIALISTS

SOUTH LOOP DENTAL SPECIALISTS 401(K) PROFIT SHARING PLAN AND TRUST

$1.2M · 7 participants

ANDREA S. NAKISHER, D.D.S., M.S., P.C.

ANDREA S. NAKISHER, D.D.S., M.S., P.C. 401(K) PLAN

$1.2M · 11 participants

IANNO ZARAMELLA, DDS, PLLC

IANNO ZARAMELLA, DDS, PLLC 401(K) PLAN

$1.2M · 5 participants

IANNO ZARAMELLA, DDS, PLLC

IANNO ZARAMELLA, DDS, PLLC 401(K) PLAN