Original filing (PDF)20240726120942NAL0032892402001

LEWIS EDWARD FRANZ JR, DMD

Name: LEWIS EDWARD FRANZ JR, DMD — LEWIS EDWARD FRANZ JR, DMD PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LEWIS EDWARD FRANZ JR, DMD

Form 5500-SF

FILING_RECEIVED

LEWIS EDWARD FRANZ JR, DMD PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$71K

Net assets (EOY)

$71K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEWIS EDWARD FRANZ JR, DMD.

Plan sponsor

Name

LEWIS EDWARD FRANZ JR, DMD

EIN

61-0674881

Address

1560 KENWOOD DRIVE · 130 ROBIN ROAD · RUSSELL, KY · 411691548

Phone

(606) 831-3840

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-26

Pension benefit codes

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

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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