Original filing (PDF)20250612134419NAL0016678369001

ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION

Name: ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION — ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 401(K) PLAN, Form 5500 (2024)
Creator: ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION PROFIT SHARING & 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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 ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION.

Plan sponsor

Name

ANTHONY LIZANO, D.D.S. A PROFESSIONAL CORPORATION

EIN

68-0262859

Address

400 EL CERRO, #202 · DANVILLE, CA · 94526

Phone

(925) 838-1109

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

2025-06-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

BLOOM DENTAL CARE

LAKEVIEW DENTAL RETIREMENT PLAN & TRUST

$1.3M · 7 participants

TIMOTHY J. ITEN DDS, INC.

TIMOTHY J ITEN DDS, INC 401(K) PROFIT SHARING PLAN

$1.3M · 19 participants

COY MAC BOYD, JR., D.D.S., M.S.D., P.A.

COY MAC BOYD, D.D.S., M.S.D., P.A. 401K RETIREMENT PLAN

$1.3M · 4 participants

REBECCA GOLDBERG, DDS, PLLC

REBECCA GOLDBERG AWS RETIREMENT PLAN & TRUST

$1.3M · 15 participants

CENTERVILLE PEDIATRIC DENTISTRY

CENTERVILLE PEDIATRIC DENTISTRY RETIREMENT PLAN