STEPHEN TAYLOR, DMD, ROBERT HOU, MD., & ANDREW LEE, M.D., INC. — STEPHEN TAYLOR, DMD, ROBERT HOU, MD., & ANDREW LEE, M.D., INC. 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
STEPHEN TAYLOR, DMD, ROBERT HOU, MD., & ANDREW LEE, M.D., INC.
Form 5500-SF
FILING_RECEIVED
STEPHEN TAYLOR, DMD, ROBERT HOU, MD., & ANDREW LEE, M.D., INC. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEPHEN TAYLOR, DMD, ROBERT HOU, MD., & ANDREW LEE, M.D., INC..
Plan sponsor
Name
STEPHEN TAYLOR, DMD, ROBERT HOU, MD., & ANDREW LEE, M.D., INC.
EIN
33-0062335
Address
511 E. FIRST STREET, SUITE C · TUSTIN, CA · 92780
Phone
(909) 591-0241
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
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
