How big is Richard Lee D.D.S., P.C.'s plan?

Richard Lee D.D.S., P.C.'s plan reported $879K in assets and 7 participants for 2023.

Original filing (PDF)20250516110554NAL0029939424001

Richard Lee D.D.S., P.C.

Name: Richard Lee D.D.S., P.C. — Richard Lee D.D.S., P.C., Form 5500 (2023)
Creator: Richard Lee D.D.S., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard Lee D.D.S., P.C. Defined Benefit Pension Plan

Defined-benefit pension plan · Richard Lee D.D.S., P.C.'s Richard Lee D.D.S., P.C. Defined Benefit Pension Plan held $879K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

Richard Lee D.D.S. signed Richard Lee D.D.S., P.C.'s 2023 Form 5500 as plan administrator.

Richard Lee D.D.S. — 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

Richard Lee D.D.S., P.C.'s EIN is 27-0715371.

EIN 27-0715371

Plan number 002

Plan year 2023

ACK ID 20250516110554NAL0029939424001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Richard Lee D.D.S., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Richard Lee D.D.S., P.C.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RICHARD LEE D.D.S., P.C..

Finding similar companies…

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