· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
LANCE S. FERGUSON, M.D., P.S.C. — LANCE S. FERGUSON, M.D., P.S.C. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924120326NAL0017031010001
LANCE S. FERGUSON, M.D., P.S.C.
Form 5500-SF
FILING_RECEIVED
LANCE S. FERGUSON, M.D., P.S.C. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
76
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
LANCE S. FERGUSON, M.D., P.S.C.
.
Find decision makers
Plan sponsor
Name
LANCE S. FERGUSON, M.D., P.S.C.
DBA
COMMONWEALTH EYE SURGERY
EIN
61-1078431
Address
2353 ALEXANDRIA DRIVE · SUITE 350 · LEXINGTON, KY · 405043208
Phone
(859) 410-2521
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
MEMORIAL NEPHROLOGY ASSOCIATES PLLC
MEMORIAL NEPHROLOGY ASSOCIATES PLLC 401K PSP
$9.4M · 21 participants
SOUTH GEORGIA ANESTHESIA ASSOCIATES PC
SOUTH GEORGIA ANESTHESIA ASSOCIATES, P.C. RETIREMENT SAVINGS PLAN
$9.4M · 22 participants
KC HOSPITALISTS, P.A.
KC HOSPITALISTS, P. A. 401(K) RETIREMENT PLAN
$9.4M · 41 participants
AESTHETIC & RECONSTRUCTIVE PLASTIC SURGERY MEDICAL ASSOCIATES, INC.
ARPSMA,INC. 401(K) PROFIT SHARING PLAN
$9.4M · 28 participants
GREAT LAKES ORTHOPAEDICS, P.C.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2A · Age/service weighted or new comparability
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GREAT LAKES ORTHOPAEDICS, PC PROFIT SHARING PLAN & TRUST
$9.4M · 19 participants
BARTELS, POWALSKI & WEISSMAN, MD, DEFERRED PROFIT SHARING PLAN
BARTELS, POWALSKI & WEISSMAN, MD, PC DEFERRED PROFIT SHARING PLAN
$9.4M · 22 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants