Original filing (PDF)20260318130202NAL0003905603001

Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc.

Name: Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc. — Form 5500 Plan 002 (2025)
Creator: Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc.'s Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc. 401(k) Profit Sharing Plan held $3.9M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc.'s EIN is 33-0062335.

EIN 33-0062335

Plan number 002

Plan year 2025

ACK ID 20260318130202NAL0003905603001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stephen Taylor, DMD, Robert HOU, MD., & Andrew Lee, M.D., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN TAYLOR, DMD, ROBERT HOU, MD., & ANDREW LEE, M.D., INC..

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score