How big is Monica L. Lewis, DDS, PC's plan?

Monica L. Lewis, DDS, PC's plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250730130816NAL0004762305001

Monica L. Lewis, DDS, PC

Name: Monica L. Lewis, DDS, PC — Monica Lewis DDS PC, Form 5500 (2024)
Creator: Monica L. Lewis, DDS, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Monica Lewis DDS PC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Monica L. Lewis, DDS, PC's Monica Lewis DDS PC 401(k) Profit Sharing Plan and Trust held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Monica L. Lewis, DDS, PC's EIN is 38-3344837.

EIN 38-3344837

Plan number 001

Plan year 2024

ACK ID 20250730130816NAL0004762305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Monica L. Lewis, DDS, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Monica L. Lewis, DDS, PC'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 MONICA L. LEWIS, DDS, PC.

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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