Original filing (PDF)20250714160854NAL0001755872001

LISA AMEER MARX, P.A.

Name: LISA AMEER MARX, P.A. — PALM BEACH CHILDREN'S DENTISTRY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: LISA AMEER MARX, P.A.

Form 5500-SF

FILING_RECEIVED

PALM BEACH CHILDREN'S DENTISTRY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 LISA AMEER MARX, P.A..

Plan sponsor

Name

LISA AMEER MARX, P.A.

EIN

26-4702415

Address

420 SOUTH STATE RD. 7 · SUITE 140 · ROYAL PALM BEACH, FL · 33414

Phone

(561) 798-4998

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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2A · Age/service weighted or new comparability

2J · 401(k) feature

2K · 401(m) arrangement

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

J. BREWSTER BEDE, DDS

J. BREWSTER BEDE, DDS 401(K) PLAN

$1.3M · 94 participants

TAYLOR T PHAM A PROFESSIONAL CORPORATION

TAYLOR T PHAM APC 401(K) PLAN

$1.3M · 6 participants

N.E. ORAL & MAX. SURGERY CTR., P.A.

N.E. ORAL & MAX. SURGERY CTR., P.A. CASH BALANCE PENSION PLAN

$1.3M · 16 participants

TIMOTHY S. SPILLIARDS, DMD, PA II

CASHIERS FAMILY DENTAL 401(K) P/S PLAN

$1.3M · 5 participants

NOUSHIN ADHAMI DENTAL CORPORATION

NOUSHIN ADHAMI DENTAL CORPORATION DEFINED BENEFIT PENSION PLAN