Original filing (PDF)20250723132100NAL0004160209001

DEREK M LICHTER, DDS, INC

Name: DEREK M LICHTER, DDS, INC — DEREK M LICHTER, DDS, INC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: DEREK M LICHTER, DDS, INC

Form 5500-SF

FILING_RECEIVED

DEREK M LICHTER, DDS, INC DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 DEREK M LICHTER, DDS, INC.

Plan sponsor

Name

DEREK M LICHTER, DDS, INC

EIN

33-0889350

Address

12846 CORBETT COURT · SAN DIEGO, CA · 92130

Phone

(858) 775-6087

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

2025-07-23

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Offices of Dentists plans

ROBERT MULVIHILL, D.M.D.

ROBERT MULVIHILL, D.M.D. 401(K) PROFIT SHARING PLAN

$3.5M · 5 participants

BAKER FAMILY DENTISTRY, P.C.

LISA J. BAKER, D.D.S. PROFIT SHARING PLAN

$3.5M · 6 participants

CLEAR CREEK DENTISTRY

CLEAR CREEK DENTISTRY 401(K) PLAN

$3.5M · 17 participants

ROBERT D. HAVIS, D.D.S., A PROFESSIONAL CORPORATION

ROBERT D. HAVIS, D.D.S. 401K PROFIT SHARING PLAN

$3.5M · 4 participants

AUDREY K. TATT, DDS, PLLC

AUDREY K. TATT, DDS, PLLC PROFIT SHARING PLAN