Original filing (PDF)20241012085838NAL0013243811001

STACY LANE, D.O., LLC

Name: STACY LANE, D.O., LLC — STACY LANE, D.O., LLC CASH BALANCE PENSION PLAN, Form 5500 (2023)
Creator: STACY LANE, D.O., LLC

Form 5500-SF

FILING_RECEIVED

STACY LANE, D.O., LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STACY LANE, D.O., LLC.

Plan sponsor

Name

STACY LANE, D.O., LLC

EIN

46-2239427

Address

127 ANDERSON STREET · SUITE 101 · PITTSBURGH, PA · 15212

Phone

(412) 322-4151

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

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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RIVERVIEW PEDIATRICS