Original filing (PDF)20251015200726NAL0005791105001

CRAIG LUSTMAN, DDS, PA

Name: CRAIG LUSTMAN, DDS, PA — CRAIG LUSTMAN, DDS, PA 401(K) PLAN, Form 5500 (2024)
Creator: CRAIG LUSTMAN, DDS, PA

Form 5500-SF

FILING_RECEIVED

CRAIG LUSTMAN, DDS, PA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

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

Vendor & structure

100

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 CRAIG LUSTMAN, DDS, PA.

Plan sponsor

Name

CRAIG LUSTMAN, DDS, PA

EIN

83-1086101all filings

Address

8903 GLADES ROAD, SUITE D4 · BOCA RATON, FL · 33434

Phone

(443) 235-2403

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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Related plans

Similar-size Offices of Dentists plans

RUSSELL, BODE AND MAYNARD, D.D.S, P.L.L.C.

RUSSELL, MAYNARD & BODE CASH BALANCE PLAN & TRUST

$584K · 18 participants

ANIA M. MOHELICKI, D.D.S., PC

DR. ANIA MOHELICKI 401(K) PLAN

$584K · 7 participants

CHARLES A PICCHIONI D M D P C

CHARLES A PICCHIONI D M D P C 401(K) PROFIT SHARING PLAN & TRUST

$584K · 5 participants

WILLIAM P HORAL DDS PC

WILLIAM P HORAL DDS PC PROFIT SHARING PLAN & TRUST

$584K · 2 participants

MONTANA PERIODONTICS & DENTAL IMPLANTS, PLLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.