Original filing (PDF)20251002153730NAL0000672129001

PETER LEE, D.D.S., M.S. & DOROTHY PANG, D.D.S., M.S., INC.

Name: PETER LEE, D.D.S., M.S. & DOROTHY PANG, D.D.S., M.S., INC. — PETER LEE, DDS, MS & DOROTHY PANG, DDS, MS, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: PETER LEE, D.D.S., M.S. & DOROTHY PANG, D.D.S., M.S., INC.

Form 5500-SF

FILING_RECEIVED

PETER LEE, DDS, MS & DOROTHY PANG, DDS, MS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 PETER LEE, D.D.S., M.S. & DOROTHY PANG, D.D.S., M.S., INC..

Plan sponsor

Name

PETER LEE, D.D.S., M.S. & DOROTHY PANG, D.D.S., M.S., INC.

EIN

26-2487360

Address

801 TARAVAL STREET · SAN FRANCISCO, CA · 941162428

Phone

(415) 681-8500

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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