Original filing (PDF)20250619123500NAL0001847939003

RUSSELL G. LEWIS D.D.S., P.C.

Name: RUSSELL G. LEWIS D.D.S., P.C. — RUSSELL G. LEWIS, D.D.S., PC PROFIT SHARING 401(K), Form 5500 (2024)
Creator: RUSSELL G. LEWIS D.D.S., P.C.

Form 5500-SF

FILING_RECEIVED

RUSSELL G. LEWIS, D.D.S., PC PROFIT SHARING 401(K)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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 RUSSELL G. LEWIS D.D.S., P.C..

Plan sponsor

Name

RUSSELL G. LEWIS D.D.S., P.C.

EIN

87-0562903

Address

1434 EAST 9400 SOUTH STE 201 · SANDY, UT · 840932902

Phone

(801) 572-0942

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

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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