Original filing (PDF)20250619054831NAL0007533570001

LISA ALVETRO, D.D.S, MSD, INC.

Name: LISA ALVETRO, D.D.S, MSD, INC. — LISA ALVETRO DDS MSD, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LISA ALVETRO, D.D.S, MSD, INC.

Form 5500-SF

FILING_RECEIVED

LISA ALVETRO DDS MSD, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 ALVETRO, D.D.S, MSD, INC..

Plan sponsor

Name

LISA ALVETRO, D.D.S, MSD, INC.

EIN

31-1454362

Address

1102 FAIRINGTON DR. · SIDNEY, OH · 45365

Phone

(937) 492-3200

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Name

LISA ALVETRO DDS MSD, INC.

EIN

31-1454362

City

SIDNEY, OH

Phone

(937) 492-3200

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-19

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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