JOSEPH J. LEE, D.D.S., A DENTAL CORPORATION — JOSEPH J. LEE, D.D.S., A DENTAL CORPORATION PROFIT SHARING 401(K)PLAN, Form 5500 (2024) | Form 5500 Search
JOSEPH J. LEE, D.D.S., A DENTAL CORPORATION PROFIT SHARING 401(K)PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
16
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
63
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH J. LEE, D.D.S., A DENTAL CORPORATION.
Plan sponsor
Name
JOSEPH J. LEE, D.D.S., A DENTAL CORPORATION
EIN
34-2023233
Address
74 W. EL CAMINO REAL · MOUNTAIN VIEW, CA · 94040
Phone
(650) 988-9458
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
2025-07-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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.
