· 2022–2024 · DOL EFAST2

Jeffrey M. Lautz, D.M.D. — Jeffrey M. Lautz, D.M.D., Form 5500 (2025)

Original filing (PDF)20260630125452NAL0021989538001

Jeffrey M. Lautz, D.M.D.

Form 5500-SF

FILING_RECEIVED

Jeffrey M. Lautz, D.M.D. Cash Balance Plan

Defined-benefit pension plan · Jeffrey M. Lautz, D.M.D.'s Jeffrey M. Lautz, D.M.D. Cash Balance Plan held $1.5M in plan assets for 6 participants in 2025.

Active participants

6

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY M. LAUTZ, D.M.D..

Plan sponsor

Name

JEFFREY M. LAUTZ, D.M.D.

EIN

37-1390894all filings

Address

321 NORTH BELLWOOD · EAST ALTON, IL · 62024

Phone

(618) 258-0028

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-30

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

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