How big is Jeffrey LU, D.D.S., Inc.'s plan?

Jeffrey LU, D.D.S., Inc.'s plan reported $376K in assets and 15 participants for 2024.

Original filing (PDF)20250319164522NAL0003751075001

Jeffrey LU, D.D.S., Inc.

Name: Jeffrey LU, D.D.S., Inc. — Jeffrey LU, D.D.S., Inc., Form 5500 (2024)
Creator: Jeffrey LU, D.D.S., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jeffrey LU, D.D.S., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Jeffrey LU, D.D.S., Inc.'s Jeffrey LU, D.D.S., Inc. 401(k) Profit Sharing Plan held $376K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

People on this filing

Jeffrey LU signed Jeffrey LU, D.D.S., Inc.'s 2024 Form 5500 as plan administrator.

Jeffrey LU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jeffrey LU, D.D.S., Inc.'s EIN is 46-5083742.

EIN 46-5083742

Plan number 002

Plan year 2024

ACK ID 20250319164522NAL0003751075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jeffrey LU, D.D.S., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jeffrey LU, D.D.S., Inc.'s plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY LU, D.D.S., INC..

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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