How big is Calvin K. Lee, D.M.D., P.C.'s plan?

Calvin K. Lee, D.M.D., P.C.'s plan reported $2.4M in assets and 13 participants for 2024.

Original filing (PDF)20251003111028NAL0000771635001

Calvin K. Lee, D.M.D., P.C.

Name: Calvin K. Lee, D.M.D., P.C. — Calvin K. Lee, D.M.D., Form 5500 (2024)
Creator: Calvin K. Lee, D.M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Calvin K. Lee, D.M.D., P.C. Profit Sharing Plan

401(k) retirement plan · Calvin K. Lee, D.M.D., P.C.'s Calvin K. Lee, D.M.D., P.C. Profit Sharing Plan held $2.4M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Calvin K. Lee, D.M.D., P.C.'s EIN is 86-1073507.

EIN 86-1073507

Plan number 001

Plan year 2024

ACK ID 20251003111028NAL0000771635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Calvin K. Lee, D.M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Calvin K. Lee, D.M.D., P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALVIN K. LEE, D.M.D., P.C..

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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