Original filing (PDF)20250929143506NAL0005090627001

DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES

Name: DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES — DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES

Form 5500-SF

FILING_RECEIVED

DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

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 DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES.

Plan sponsor

Name

DRS. LEE, BONFIGLIO, VESELY AND ASSOCIATES

EIN

52-2101049

Address

1606 FOREST DR · ANNAPOLIS, MD · 214031004

Phone

(410) 269-8449

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

2025-09-29

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

SPANGLER LAMBERT AND LIPP DDS PLLC

SPANGLER LAMBERT AND LIPP DDS PLLC RETIREMENT PLAN

$8.1M · 20 participants

FOX & BERMAN, D.D.S., P.C.

FOX & BERMAN, D.D.S., P.C. 401(K) PLAN

$8.1M · 14 participants

NELSON R. DIERS, D.D.S., INC.

NELSON R. DIERS DDS PROFIT SHARING PLAN

$8.1M · 13 participants

P. PUTRASAHAN D.D.S., INC.

P. PUTRASAHAN, D.D.S., INC. DEFINED BENEFIT PLAN

$8.1M · 8 participants

SPRAGUE, PACKHAM & PIZZA DENTAL CORP. DBA ROSEWOOD DENTAL CORP.