· 2022–2024 · DOL EFAST2

Alexis Lane M.D., Inc. — Alexis Lane M.D., Inc., Form 5500 (2024)

Original filing (PDF)20251014000342NAL0001962225001

Alexis Lane M.D., Inc.

Form 5500-SF

FILING_RECEIVED

Alexis Lane M.D., Inc. 401(k) P/S Plan

401(k) retirement plan · Alexis Lane M.D., Inc.'s Alexis Lane M.D., Inc. 401(k) P/S Plan held $439K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

1

Plan assets (EOY)

$439K

Net assets (EOY)

$439K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALEXIS LANE M.D., INC..

Plan sponsor

Name

ALEXIS LANE M.D., INC.

EIN

27-3246604all filings

Address

8055 VALENCIA ST · APTOS, CA · 95003

Phone

(831) 688-8333

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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