· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MORGAN & LEMKE D.D.S.,M.S., INC. — MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250530090612NAL0008558017001
MORGAN & LEMKE D.D.S.,M.S., INC.
Form 5500-SF
FILING_RECEIVED
MORGAN & LEMKE, D.D.D., M.S., INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
24
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
MORGAN & LEMKE D.D.S.,M.S., INC.
.
Find decision makers
Plan sponsor
Name
MORGAN & LEMKE D.D.S.,M.S., INC.
EIN
34-1777617
Address
6505 ROCKSIDE ROAD · SUITE 310 · INDEPENDENCE, OH · 44131
Phone
(216) 642-9111
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
2025-05-30
Pension benefit codes
2E · Profit-sharing
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
Related plans
Similar-size Offices of Dentists plans
CHRIS E LINDSEY DDS
CHRIS E LINDSEY DDS EMPLOYEE RETIREMENT PLAN
$4.4M · 6 participants
RICHARD W KAPLAN DDS MD PA
RICHARD W KAPLAN DDS MD PA, CASH BALANCE PENSION PLAN
$4.4M · 3 participants
STORRS FAMILY DENTISTRY, LLC
STORRS FAMILY DENTISTRY, LLC SAVINGS & RETIREMENT PLAN
$4.4M · 14 participants
FOR YOUR SMILE DENTAL CORPORATION
FOR YOUR SMILE DENTAL CORPORATION DEFINED BENEFIT PLAN
$4.4M · 2 participants
NEIL KANNER, D.M.D.
NEIL KANNER, D.M.D. PROFIT SHARING 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.
$4.4M · 4 participants
PEDIATRIC DENTAL CENTER, P.C.
PEDIATRIC DENTAL CENTER, P. C. EMPLOYEES' PROFIT SHARING TRUST
$4.4M · 15 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
