Original filing (PDF)20251013133311NAL0000658147001

LEE BYERLY, DDS

Name: LEE BYERLY, DDS — LEE BYERLY, DDS PROFIT SHARING WITH SAFE HARBOR 401(K), Form 5500 (2024)
Creator: LEE BYERLY, DDS

Form 5500-SF

FILING_RECEIVED

LEE BYERLY, DDS PROFIT SHARING WITH SAFE HARBOR 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

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 LEE BYERLY, DDS.

Plan sponsor

Name

LEE BYERLY, DDS

EIN

31-1344209

Address

7770 COOPER ROAD · CINCINNATI, OH · 45242

Phone

(513) 791-1794

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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