How big is David Lee, D.D.S., P.A.'s plan?

David Lee, D.D.S., P.A.'s plan reported $4.8M in assets and 5 participants for 2024.

Original filing (PDF)20250729093814NAL0003044689001

David Lee, D.D.S., P.A.

Name: David Lee, D.D.S., P.A. — David Lee, D.D.S., P.A., Form 5500 (2024)
Creator: David Lee, D.D.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Lee, D.D.S., P.A. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · David Lee, D.D.S., P.A.'s David Lee, D.D.S., P.A. 401(k) Profit Sharing Plan and Trust held $4.8M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

SOOK Lee signed David Lee, D.D.S., P.A.'s 2024 Form 5500 as plan administrator.

SOOK Lee — 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

David Lee, D.D.S., P.A.'s EIN is 52-2065093.

EIN 52-2065093

Plan number 001

Plan year 2024

ACK ID 20250729093814NAL0003044689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David Lee, D.D.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David Lee, D.D.S., P.A.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID LEE, D.D.S., P.A..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

DAVID LEE, D.D.S., P.A.

EIN

all filings

Address

1111 UNIVERSITY BLVD., G-4 · SILVER SPRING, MD · 20902

Phone

(410) 461-6655

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator