Original filing (PDF)20250926152744NAL0011068288001

MICHAEL S. LUCAS, D.M.D.

Name: MICHAEL S. LUCAS, D.M.D. — MICHAEL S. LUCAS, D.M.D. PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: MICHAEL S. LUCAS, D.M.D.

Form 5500-SF

FILING_RECEIVED

MICHAEL S. LUCAS, D.M.D. PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

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 MICHAEL S. LUCAS, D.M.D..

Plan sponsor

Name

MICHAEL S. LUCAS, D.M.D.

EIN

68-0336062

Address

2021 YGNACIO VALLEY RD. · BLDG B., SUITE 2 · WALNUT CREEK, CA · 945983391

Phone

(925) 933-4522

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

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

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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