Original filing (PDF)20250903163513NAL0015571969001

MASON Y. LEE, DDS, A PROFESSIONAL CORPORATION

Name: MASON Y. LEE, DDS, A PROFESSIONAL CORPORATION — MASON Y. LEE, DDS, A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN, Form 5500 (2024)
Creator: MASON Y. LEE, DDS, A PROFESSIONAL CORPORATION

Form 5500-SF

FILING_RECEIVED

MASON Y. LEE, DDS, A PROFESSIONAL CORP. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

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 MASON Y. LEE, DDS, A PROFESSIONAL CORPORATION.

Plan sponsor

Name

MASON Y. LEE, DDS, A PROFESSIONAL CORPORATION

EIN

30-0029285

Address

750 LAS GALINAS AVE STE 207 · SAN RAFAEL, CA · 949033432

Phone

(415) 472-5040

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-03

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Offices of Dentists plans

RAFAEL M. PALAGANAS, D.D.S., P.A.

RAFAEL M. PALAGANAS, D.D.S., P.A. RETIREMENT PLAN & TRUST

$3.0M · 9 participants

STUART I. ROBB, D.D.S., M.S., P.C.

STUART I. ROBB, D.D.S., M.S., P.C. CASH BALANCE PENSION PLAN & TRUST

$3.0M · 11 participants

MICHAEL J. MCKIM, D.D.S.

MICHAEL J. MCKIM, D.D.S. PROFIT SHARING 401K PLAN

$3.0M · 6 participants

MATTIOLI ORTHODONTICS LTD.

MATTIOLI ORTHODONTICS LTD 401(K) PLAN

$3.0M · 8 participants

WHITE & WHITE FAMILY DENTISTRY, PSC