Original filing (PDF)20250804172325NAL0001171537001

LYLE I BONNY DDS

Name: LYLE I BONNY DDS — LYLE I BONNY DDS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LYLE I BONNY DDS

Form 5500-SF

FILING_RECEIVED

LYLE I BONNY DDS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LYLE I BONNY DDS.

Plan sponsor

Name

LYLE I BONNY DDS

EIN

91-1483541

Address

112 S 39TH STREET · YAKIMA, WA · 989010000

Phone

(509) 248-4957

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

2025-08-04

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

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