· 2022–2024 · DOL EFAST2

KEHAN LI, D.D.S., INC. — KEHAN LI DDS INC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251219154634NAL0006523601003

KEHAN LI, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

KEHAN LI DDS INC 401(K) PLAN

401(k) retirement plan

Signals · 2

Late filing · 1.1 moHigh average account balance

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$700K

Net assets (EOY)

$700K

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

96

Total plan cost

n/a

Plan health

70

Vendor & structure

100

Knocking points off

Filed 1.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEHAN LI, D.D.S., INC..

Plan sponsor

Name

KEHAN LI, D.D.S., INC.

EIN

80-0433334all filings

Address

415 N SAN MATEO DR STE 1 · SAN MATEO, CA · 94401

Phone

(650) 922-7152

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-12-19

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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