Original filing (PDF)20251009122141NAL0006568129001

LEWRIGHT FAMILY AND COSMETIC DENTISTRY PARTNERSHIP

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

Form 5500-SF

FILING_RECEIVED

LEWRIGHT FAMILY AND COSMETIC DENTISTRY DEFINED BENEFIT PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

EDWARD FILANGERI,DDS, EXCELLENCE IN DENTISTRY, P.C.

EDWARD FILANGERI EXCELLENCE IN DENTISTRY 401(K) PLAN

$1.4M · 4 participants

FLATROCK FAMILY DENTISTRY, PC

FLATROCK FAMILY DENTISTRY, PC 401(K) PLAN

$1.4M · 6 participants

THE DENTISTS SOUTH SHORE, S.C.

THE DENTISTS SOUTH SHORE 401(K) PLAN

$1.4M · 23 participants

CNY PERIODONTICS AND IMPLANTS LLP

CNY PERIODONTICS AND IMPLANTS LLP CASH BALANCE PLAN

$1.4M · 5 participants

COAKLEY FAMILY DENTAL, LLC