How big is David YU DDS PLLC's plan?

David YU DDS PLLC's plan reported $318K in assets and 7 participants for 2023.

Original filing (PDF)20240408085350NAL0022167633001

David YU DDS PLLC

Name: David YU DDS PLLC — David YU DDS PLLC 401(k) Plan, Form 5500 (2023)
Creator: David YU DDS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David YU DDS PLLC 401(k) Plan

401(k) retirement plan · David YU DDS PLLC's David YU DDS PLLC 401(k) Plan held $318K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

People on this filing

David YU signed David YU DDS PLLC's 2023 Form 5500 as plan administrator.

David YU — 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

David YU DDS PLLC's EIN is 27-5066488.

EIN 27-5066488

Plan number 002

Plan year 2023

ACK ID 20240408085350NAL0022167633001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for David YU DDS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

David YU DDS PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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