How big is Paul LI DDS PC's plan?

Paul LI DDS PC's plan reported $848K in assets and 6 participants for 2024.

Original filing (PDF)20250829080613NAL0006006019001

Paul LI DDS PC

Name: Paul LI DDS PC — Paul LI DDS PC 401(k) Plan, Form 5500 (2024)
Creator: Paul LI DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paul LI DDS PC 401(k) Plan

401(k) retirement plan · Paul LI DDS PC's Paul LI DDS PC 401(k) Plan held $848K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$848K

Net assets (EOY)

$848K

Plan identifiers

Paul LI DDS PC's EIN is 47-5017816.

EIN 47-5017816

Plan number 001

Plan year 2024

ACK ID 20250829080613NAL0006006019001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Paul LI DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Paul LI DDS PC'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 PAUL LI DDS PC.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

PAUL LI DDS PC

EIN

all filings

Address

123 TOWN SQUARE PLACE #248 · JERSEY CITY, NJ · 07310

Phone

(718) 928-5413

Industry

Offices of Dentists· Health Care & Social Assistance

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

2025-08-29

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

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

David Y. KIM, D.D.S., PLLC

David Y. KIM, D.D.S., PLLC 401(k) Plan

$848K · 16 participants

Stephen P Porter DMD PS

Stephen P Porter DMD PS 401(k) Profit Sharing Plan & Trust

$848K · 3 participants

Bryan Dental Associates, PC

Bryan Dental Associates 401(k) Plan

$848K · 7 participants

Steven Schwartz, D.D.S.

Steven Schwartz, D.D.S. Incentive Savings Trust

$848K · 7 participants

Dr. Michael J. Harmon DDS, LLC

Dr. Michael J. Harmon DDS 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.