Original filing (PDF)20250708101410NAL0010942770002

LAKESIDE ENT & ALLERGY, LLC

Name: LAKESIDE ENT & ALLERGY, LLC — LAKESIDE ENT & ALLERGY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LAKESIDE ENT & ALLERGY, LLC

Form 5500-SF

FILING_RECEIVED

LAKESIDE ENT & ALLERGY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAKESIDE ENT & ALLERGY, LLC.

Plan sponsor

Name

LAKESIDE ENT & ALLERGY, LLC

EIN

48-1292058

Address

229 PARRISH STREET · SUITE 250 · CANANDAIGUA, NY · 14424

Phone

(585) 394-8800

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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