Original filing (PDF)20240719100914NAL0010947952001

LEE DENTAL GROUP, P.C.

Name: LEE DENTAL GROUP, P.C. — LEE DENTAL GROUP, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: LEE DENTAL GROUP, P.C.

Form 5500-SF

FILING_RECEIVED

LEE DENTAL GROUP, P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 LEE DENTAL GROUP, P.C..

Plan sponsor

Name

LEE DENTAL GROUP, P.C.

EIN

58-2516314

Address

30 CHANDLER CENTER · HARTWELL, GA · 30643

Phone

(706) 376-7147

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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.

Service providers (Schedule C)

Small plans don't disclose service providers

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