· 2022–2024 · DOL EFAST2

Patel & Sigurdson, PLLC — Lakewood Dental Group, Form 5500 (2025)

Original filing (PDF)20260722221549NAL0013257969001

Patel & Sigurdson, PLLC

Form 5500-SF

FILING_RECEIVED

Lakewood Dental Group 401(k) Plan

401(k) retirement plan · Patel & Sigurdson, PLLC's Lakewood Dental Group 401(k) Plan held $142K in plan assets for 5 participants in 2025.

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

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

59

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

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 PATEL & SIGURDSON, PLLC.

Plan sponsor

Name

PATEL & SIGURDSON, PLLC

EIN

82-1325310all filings

Address

6434 E. MOCKINGBIRD LN. #215 · DALLAS, TX · 75214

Phone

(214) 827-1885

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

3H · Sponsor in controlled / affiliated group

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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