How big is Jonathan D Lee DDS Inc.'s plan?

Jonathan D Lee DDS Inc.'s plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250729123513NAL0001319315001

Jonathan D Lee DDS Inc.

Name: Jonathan D Lee DDS Inc. — Jonathan D Lee DDS Inc., Form 5500 (2024)
Creator: Jonathan D Lee DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan D Lee DDS Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Jonathan D Lee DDS Inc.'s Jonathan D Lee DDS Inc. 401(k) Profit Sharing Plan and Trust held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Jonathan D Lee DDS Inc.'s EIN is 71-1010276.

EIN 71-1010276

Plan number 001

Plan year 2024

ACK ID 20250729123513NAL0001319315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathan D Lee DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathan D Lee DDS Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN D LEE DDS 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