Original filing (PDF)20250528164504NAL0006750721001

LUBISICH & LUBISICH PLLC

Name: LUBISICH & LUBISICH PLLC — LUBISICH & LUBISICH PLLC 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: LUBISICH & LUBISICH PLLC

Form 5500-SF

FILING_RECEIVED

LUBISICH & LUBISICH PLLC 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 LUBISICH & LUBISICH PLLC.

Plan sponsor

Name

LUBISICH & LUBISICH PLLC

EIN

26-1658081

Address

300 S.E. 120TH AVENUE #100 · VANCOUVER, WA · 98683

Phone

(360) 256-1755

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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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