How big is Steven Lee, DDS, APC's plan?

Steven Lee, DDS, APC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250929152127NAL0011470417001

Steven Lee, DDS, APC

Name: Steven Lee, DDS, APC — Steven Lee, DDS, APC 401(k), Form 5500 (2024)
Creator: Steven Lee, DDS, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Lee, DDS, APC 401(k) Profit Sharing Plan

401(k) retirement plan · Steven Lee, DDS, APC's Steven Lee, DDS, APC 401(k) Profit Sharing Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Steven Lee, DDS, APC's EIN is 20-3531130.

EIN 20-3531130

Plan number 001

Plan year 2024

ACK ID 20250929152127NAL0011470417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven Lee, DDS, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven Lee, DDS, APC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN LEE, DDS, APC.

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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