How big is David I Lipton DDS, MS, PLLC's plan?

David I Lipton DDS, MS, PLLC's plan reported $471K in assets and 5 participants for 2024.

Original filing (PDF)20250605110050NAL0009095443001

David I Lipton DDS, MS, PLLC

Name: David I Lipton DDS, MS, PLLC — Bloomfield Periodonti, Form 5500 (2024)
Creator: David I Lipton DDS, MS, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bloomfield Periodontics & Implant Dentistry 401(k) & Profit Sharing Plan

401(k) retirement plan · David I Lipton DDS, MS, PLLC's Bloomfield Periodontics & Implant Dentistry 401(k) & Profit Sharing Plan held $471K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

Plan identifiers

David I Lipton DDS, MS, PLLC's EIN is 83-2287394.

EIN 83-2287394

Plan number 001

Plan year 2024

ACK ID 20250605110050NAL0009095443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David I Lipton DDS, MS, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David I Lipton DDS, MS, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID I LIPTON DDS, MS, PLLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

DAVID I LIPTON DDS, MS, PLLC

EIN

all filings

Address

50 W. BIG BEAVER RD. #150 · BLOOMFIELD HILLS, MI · 48304

Phone

(248) 540-0120

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator