Original filing (PDF)20250514092624NAL0018664225001

JASPER L. LEWIS, JR., D.D.S., P.A.

Name: JASPER L. LEWIS, JR., D.D.S., P.A. — JASPER L. LEWIS, JR., D.D.S., P.A. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JASPER L. LEWIS, JR., D.D.S., P.A.

Form 5500-SF

FILING_RECEIVED

JASPER L. LEWIS, JR., D.D.S., P.A. PROFIT SHARING PLAN AND TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

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 JASPER L. LEWIS, JR., D.D.S., P.A..

Plan sponsor

Name

JASPER L. LEWIS, JR., D.D.S., P.A.

EIN

56-1273753

Address

1025 JOHN HOPKINS DRIVE · GREENVILLE, NC · 27834

Phone

(252) 752-6188

Industry

Offices of Dentists· 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

2025-05-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

3H · Sponsor in controlled / affiliated group

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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