Original filing (PDF)20251015165822NAL0002783507001

CHRIS E LINDSEY DDS

Name: CHRIS E LINDSEY DDS — CHRIS E LINDSEY DDS EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: CHRIS E LINDSEY DDS

Form 5500-SF

FILING_RECEIVED

CHRIS E LINDSEY DDS EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

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 CHRIS E LINDSEY DDS.

Plan sponsor

Name

CHRIS E LINDSEY DDS

EIN

94-3034753

Address

850 MIDDLEFIELD RD STE 5 · PALO ALTO, CA · 943012918

Phone

(650) 327-3770

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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NEIL KANNER, D.M.D.