Original filing (PDF)20250619223459NAL0005024288001

LEY & CARLSON DDS PC DBA MOUNTAIN VISTA DENTAL PC

Name: LEY & CARLSON DDS PC DBA MOUNTAIN VISTA DENTAL PC — MOUNTAIN VISTA DENTAL PC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEY & CARLSON DDS PC DBA MOUNTAIN VISTA DENTAL PC

Form 5500-SF

FILING_RECEIVED

MOUNTAIN VISTA DENTAL PC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 LEY & CARLSON DDS PC DBA MOUNTAIN VISTA DENTAL PC.

Plan sponsor

Name

LEY & CARLSON DDS PC DBA MOUNTAIN VISTA DENTAL PC

EIN

84-1610515

Address

2575 MONTEBELLO DRIVE WEST #203 · COLORADO SPRINGS, CO · 80918

Phone

(719) 598-0531

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

2025-06-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

EL VALLE FAMILY DENTISTRY ASSOCIATES, P.A.

EL VALLE FAMILY DENTISTRY ASSOCIATES, P.A. RETIREMENT PLAN & TRUST

$1.1M · 8 participants

FOREST HILL DENTAL

FOREST HILL DENTAL RETIREMENT PLAN

$1.1M · 6 participants

JIM R. MARTINEZ, DDS

JIM R. MARTINEZ, DDS PROFIT SHARING PLAN

$1.1M · 5 participants

MARCIA L. VALENTE, D.M.D., P.C.

MARCIA L. VALENTE, D.M.D., P.C. CASH BALANCE PLAN

$1.1M · 5 participants

ROBERT M KENNEDY DDS PC

ROBERT M KENNEDY DDS PC 401K PROFIT SHARING PLAN AND TRUST