Original filing (PDF)20251002202344NAL0002027074001

LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP

Name: LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP — LEWRIGHT FAMILY AND COSMETIC DENTISTRY RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP

Form 5500-SF

FILING_RECEIVED

LEWRIGHT FAMILY AND COSMETIC DENTISTRY RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

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 LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP.

Plan sponsor

Name

LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP

EIN

27-4243312

Address

2520 SOUTHLAND BLVD · SAN ANGELO, TX · 76904

Phone

(325) 949-8535

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

2025-10-02

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

CHILDREN'S DENTISTRY, A PARTNERSHIP

CHILDREN'S DENTISTRY RETIREMENT PLAN AND TRUST

$9.1M · 22 participants

STEVEN D. CHAN, D.D.S.

STEVEN D. CHAN, D.D.S. 401(A)(4) PROFIT SHARING PLAN

$9.1M · 5 participants

LAWRENCE CACCHIOTTI, D.D.S. MS PS

LAWRENCE CACCHIOTTI, D.D.S. MS PS 401(K) PROFIT SHARING PLAN

$9.1M · 22 participants

CONCORD & LEXINGTON ORAL SURGERY ASSOCIATES, LLC

CONCORD & LEXINGTON ORAL SURGERY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

$9.0M · 19 participants