How big is Summit Dental Excellence, LLC's plan?

Summit Dental Excellence, LLC's plan reported $3.5M in assets and 17 participants for 2024.

Original filing (PDF)20251001181724NAL0016496576001

Summit Dental Excellence, LLC

Name: Summit Dental Excellence, LLC — Summit Dental, Form 5500 (2024)
Creator: Summit Dental Excellence, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Summit Dental Excellence 401(k) Profit Sharing Plan

401(k) retirement plan · Summit Dental Excellence, LLC's Summit Dental Excellence 401(k) Profit Sharing Plan held $3.5M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Allison Lehman signed Summit Dental Excellence, LLC's 2024 Form 5500 as plan administrator.

Allison Lehman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Summit Dental Excellence, LLC's EIN is 84-4634211.

EIN 84-4634211

Plan number 001

Plan year 2024

ACK ID 20251001181724NAL0016496576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Summit Dental Excellence, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Summit Dental Excellence, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SUMMIT DENTAL EXCELLENCE, LLC.

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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

Knocking points off