Original filing (PDF)20240115135428NAL0009532259001

IVAN L. LAPIDUS, DDS., INC.

Name: IVAN L. LAPIDUS, DDS., INC. — IVAN LAPIDUS, DDS., INC. PROFIT SHARING PLAN, Form 5500 (2022)
Creator: IVAN L. LAPIDUS, DDS., INC.

Form 5500

FILING_RECEIVED

IVAN LAPIDUS, DDS., INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IVAN L. LAPIDUS, DDS., INC..

Plan sponsor

Name

IVAN L. LAPIDUS, DDS., INC.

EIN

95-3976127

Address

1964 WESTWOOD BLVD., SUITE 200 · LOS ANGELES, CA · 900254651

Phone

(310) 446-4867

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-04-01

Tax period

2023-03-31

Filed

2024-01-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402	Pooled Separate Account	$0	—

1–1 of 1

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