How big is Joshua J Lee DMD LLC's plan?

Joshua J Lee DMD LLC's plan reported $36K in assets and 6 participants for 2024.

Original filing (PDF)20250501220103NAL0005963072003

Joshua J Lee DMD LLC

Name: Joshua J Lee DMD LLC — Burlington Smiles Dental, Form 5500 (2024)
Creator: Joshua J Lee DMD LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Burlington Smiles Dental 401(k) Plan

401(k) retirement plan · Joshua J Lee DMD LLC's Burlington Smiles Dental 401(k) Plan held $36K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$36K

Net assets (EOY)

$36K

Plan identifiers

Joshua J Lee DMD LLC's EIN is 83-4044473.

EIN 83-4044473

Plan number 001

Plan year 2024

ACK ID 20250501220103NAL0005963072003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Joshua J Lee DMD LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Joshua J Lee DMD LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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