SCOTT LUNDY, DDS, INC. DBA WESTLAKE DENTAL ASSOCIATES
Form 5500-SF
FILING_RECEIVED
WESTLAKE DENTAL ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
10
Accounts w/ balance
9
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score
82
/ 100
Grade B
Above-average plan
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
36
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCOTT LUNDY, DDS, INC. DBA WESTLAKE DENTAL ASSOCIATES.
Plan sponsor
Name
SCOTT LUNDY, DDS, INC. DBA WESTLAKE DENTAL ASSOCIATES
EIN
82-3173299
Address
176 AUBURN COURT, SUITE 5 · WESTLAKE VILLAGE, CA · 91362
Phone
(805) 496-4247
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
