Original filing (PDF)20241004200333NAL0021263136001

Dr. Jeffrey P. Lewis & Associates, LLC

Name: Dr. Jeffrey P. Lewis & Associates, LLC — Form 5500 Plan 001 (2023)
Creator: Dr. Jeffrey P. Lewis & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Jeffrey P. Lewis & Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Dr. Jeffrey P. Lewis & Associates, LLC's Dr. Jeffrey P. Lewis & Associates 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. JEFFREY P. LEWIS & ASSOCIATES, LLC.

Plan sponsor

Name

DR. JEFFREY P. LEWIS & ASSOCIATES, LLC

EIN

86-1017710all filings

Address

940 N TANQUE VERDE LOOP RD · TUCSON, AZ · 85748

Phone

(520) 990-8781

Industry

Health Care & Social Assistance

Plan administrator