How big is Lesin & Balfour, DBA Valley Orthopaedic Surgery's plan?

Lesin & Balfour, DBA Valley Orthopaedic Surgery's plan reported $1.7M in assets and 22 participants for 2025.

Original filing (PDF)20260331120042NAL0000068050001

Lesin & Balfour, DBA Valley Orthopaedic Surgery

Name: Lesin & Balfour, DBA Valley Orthopaedic Surgery — Form 5500 Plan 001 (2025)
Creator: Lesin & Balfour, DBA Valley Orthopaedic Surgery
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Orthopaedic Surgery Associates 401(k) Profit Sharing Plan

401(k) retirement plan · Lesin & Balfour, DBA Valley Orthopaedic Surgery's Valley Orthopaedic Surgery Associates 401(k) Profit Sharing Plan held $1.7M in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Miranda Schwehr signed Lesin & Balfour, DBA Valley Orthopaedic Surgery's 2025 Form 5500 as plan administrator.

Miranda Schwehr — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lesin & Balfour, DBA Valley Orthopaedic Surgery's EIN is 95-3108844.

EIN 95-3108844

Plan number 001

Plan year 2025

ACK ID 20260331120042NAL0000068050001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lesin & Balfour, DBA Valley Orthopaedic Surgery from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lesin & Balfour, DBA Valley Orthopaedic Surgery's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LESIN & BALFOUR, DBA VALLEY ORTHOPAEDIC SURGERY.

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Plan health score

Above-average plan

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

Knocking points off