Original filing (PDF)20251013104917NAL0000501779001

SCOTT LEE DDS DENTAL CORPORATION

Name: SCOTT LEE DDS DENTAL CORPORATION — SCOTT LEE DDS DENTAL CORPORATION DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: SCOTT LEE DDS DENTAL CORPORATION

Form 5500-SF

FILING_RECEIVED

SCOTT LEE DDS DENTAL CORPORATION DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 SCOTT LEE DDS DENTAL CORPORATION.

Plan sponsor

Name

SCOTT LEE DDS DENTAL CORPORATION

EIN

33-0705722

Address

140 W. SHAW AVENUE · FRESNO, CA · 93704

Phone

(559) 226-9472

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

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

PAULA M STAPLETON DDS PLLC

PAULA M STAPLETON DDS PLLC RETIREMENT PLAN

$2.2M · 7 participants

DARYL R . HILL DDS, PLLC

DARYL R. HILL DDS, PLLC 401(K) PLAN

$2.2M · 8 participants

PHILIP L. YOUNTS, DDS, INC.

PHILIP L. YOUNTS, DDS, INC. RETIREMENT SAVINGS PLAN

$2.2M · 7 participants

JEFFREY B. PAFFORD, DMD, MS, PC

JEFFREY B. PAFFORD, DMD, MS, PC PROFIT SHARING 401(K) PLAN

$2.2M · 5 participants

TRUYEN O'LEARY, DDS, PC DBA FAMILY DENTISTRY AT HAWKS PRAIRIE