· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DEGUZMAN ORTHODONTICS, INC. LUCY S. DEGUZMAN, D.D.S., M.S. — LUCY S. DEGUZMAN, D.D.S., M.S. 401-K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250403081450NAL0010074657001
DEGUZMAN ORTHODONTICS, INC. LUCY S. DEGUZMAN, D.D.S., M.S.
Form 5500-SF
FILING_RECEIVED
LUCY S. DEGUZMAN, D.D.S., M.S. 401-K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DEGUZMAN ORTHODONTICS, INC. LUCY S. DEGUZMAN, D.D.S., M.S.
.
Find decision makers
Plan sponsor
Name
DEGUZMAN ORTHODONTICS, INC. LUCY S. DEGUZMAN, D.D.S., M.S.
EIN
31-1496526
Address
3843 TRUEMAN COURT · HILLIARD, OH · 43026
Phone
(614) 527-8555
Industry
Offices of Dentists
· Health Care & Social Assistance
see 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
2025-04-03
Pension benefit codes
2E · Profit-sharing
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
STONE RIDGE DENTAL, LLC
STONE RIDGE DENTAL, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 5 participants
KEITH M. KOGA, D.D.S. LLC
KEITH M. KOGA, D.D.S. 401K PROFIT SHARING PLAN
$1.5M · 7 participants
NORTHERN STAR OMS
NORTHERN STAR ORAL AND MAXILLOFACIAL RETIREMENT PLAN
$1.5M · 4 participants
TREE CITY FAMILY DENTAL, PLLC
TREE CITY FAMILY DENTAL 401(K) PLAN
$1.5M · 10 participants
CHILDRENS DENTAL CLINIC, S.C.
CHILDRENS DENTAL CLINIC, S.C. 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.5M · 6 participants
LEON J. WITKOWSKI, JR., DDS, LTD.
LEON J. WITKOWSKI, JR DDS LTD PROFIT SHARING 401(K) PLAN
$1.5M · 11 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
