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BRUCE W. LILLY, D.D.S. — BRUCE W. LILLY, D.D.S. 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20230504114545NAL0029585872001
BRUCE W. LILLY, D.D.S.
Form 5500-SF
FILING_RECEIVED
BRUCE W. LILLY, D.D.S. 401(K) PLAN
Defined-contribution retirement plan
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$2.8M
Net assets (EOY)
$2.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BRUCE W. LILLY, D.D.S.
.
Find decision makers
Plan sponsor
Name
BRUCE W. LILLY, D.D.S.
EIN
91-1902439
Address
303 S. GLENOAKS BLVD., SUITE # 12 · BURBANK, CA · 91502
Phone
(818) 846-2854
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-04
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
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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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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$88.3B
