How big is P.B. Lockhart Jr., D.D.S.P.C.'s plan?

P.B. Lockhart Jr., D.D.S.P.C.'s plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250414164918NAL0003502640001

P.B. Lockhart Jr., D.D.S.P.C.

Name: P.B. Lockhart Jr., D.D.S.P.C. — P.B. Lockhart Jr., Form 5500 (2024)
Creator: P.B. Lockhart Jr., D.D.S.P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

P.B. Lockhart Jr., D.D.S.P.C. Profit Sharing Plan

401(k) retirement plan · P.B. Lockhart Jr., D.D.S.P.C.'s P.B. Lockhart Jr., D.D.S.P.C. Profit Sharing Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

P.B. Lockhart Jr., D.D.S.P.C.'s EIN is 35-1845356.

EIN 35-1845356

Plan number 001

Plan year 2024

ACK ID 20250414164918NAL0003502640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for P.B. Lockhart Jr., D.D.S.P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

P.B. Lockhart Jr., D.D.S.P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P.B. LOCKHART JR., D.D.S.P.C..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score