How big is Bruce W. Lilly, D.D.S.'s plan?

Bruce W. Lilly, D.D.S.'s plan reported $2.8M in assets and 1 participants for 2022.

Original filing (PDF)20230504114545NAL0029585872001

Bruce W. Lilly, D.D.S.

Name: Bruce W. Lilly, D.D.S. — Bruce W. Lilly, D.D.S., Form 5500 (2022)
Creator: Bruce W. Lilly, D.D.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bruce W. Lilly, D.D.S. 401(k) Plan

Defined-contribution retirement plan · Bruce W. Lilly, D.D.S.'s Bruce W. Lilly, D.D.S. 401(k) Plan held $2.8M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Bruce W. Lilly, D.D.S.'s EIN is 91-1902439.

EIN 91-1902439

Plan number 001

Plan year 2022

ACK ID 20230504114545NAL0029585872001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Bruce W. Lilly, D.D.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Bruce W. Lilly, D.D.S.'s plan includes profit-sharing.

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BRUCE W. LILLY, D.D.S.

EIN

all filings

Address

303 S. GLENOAKS BLVD., SUITE # 12 · BURBANK, CA · 91502

Phone

(818) 846-2854

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator