· 2022–2024 · DOL EFAST2

Lorenzana Periodontics, P.A. — ELP 401(k) Plan, Form 5500 (2025)

Original filing (PDF)20260609095215NAL0005685632002

Lorenzana Periodontics, P.A.

Form 5500-SF

FILING_RECEIVED

ELP 401(k) Plan

401(k) retirement plan · Lorenzana Periodontics, P.A.'s ELP 401(k) Plan held $975K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

7

Accounts w/ balance

7

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORENZANA PERIODONTICS, P.A..

Plan sponsor

Name

LORENZANA PERIODONTICS, P.A.

EIN

45-0479437all filings

Address

3519 PAESANOS PKWY · #103 · SAN ANTONIO, TX · 78231

Phone

(210) 492-3519

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-09

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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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