Original filing (PDF)20250528111539NAL0006496305001

DONALD W. LACKEY, DDS 401 K PROFIT SHARING PLAN AND TRUST

Name: DONALD W. LACKEY, DDS 401 K PROFIT SHARING PLAN AND TRUST — DONALD W. LACKEY, DDS 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DONALD W. LACKEY, DDS 401 K PROFIT SHARING PLAN AND TRUST

Form 5500-SF

FILING_RECEIVED

DONALD W. LACKEY, DDS 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 DONALD W. LACKEY, DDS 401 K PROFIT SHARING PLAN AND TRUST.

Plan sponsor

Name

DONALD W. LACKEY, DDS 401 K PROFIT SHARING PLAN AND TRUST

EIN

65-0099023

Address

1900 TAMIAMI TRAIL SOUTH · VENICE, FL · 34293

Phone

(941) 493-7768

Industry

Other Services (ex. Public Admin)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

2025-05-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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