· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MEGAN SU, DMD, PLLC. — LAKEVIEW KIDS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250613153152NAL0050495810001
MEGAN SU, DMD, PLLC.
Form 5500-SF
FILING_RECEIVED
LAKEVIEW KIDS RETIREMENT PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MEGAN SU, DMD, PLLC.
.
Find decision makers
Plan sponsor
Name
MEGAN SU, DMD, PLLC.
EIN
87-1324009
Address
703 34TH AVENUE · SEATTLE, WA · 98122
Phone
(206) 251-7638
Industry
Offices of Dentists
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-13
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Dentists plans
SOUTHERN ORAL SURGERY, L.L.P.
SOUTHERN ORAL SURGERY, L.L.P 401(K)PLAN
$2.7M · 11 participants
KIRAN S. TRIVEDI D.D.S. DBA AZUSA FAMILY DENTISTRY
AZUSA FAMILY DENTISTRY DEFINED BENEFIT PENSION PLAN
$2.7M · 2 participants
GREAT LAKES ORAL & MAXILLOFACIAL SURGERY, PC
GREAT LAKES ORAL & MAXILLOFACIAL 401(K) PROFIT SHARING PLAN
$2.7M · 11 participants
THANG ALEX HUYNH, DDS, PA
THANG ALEX HUYNH, DDS, PA 401(K)
$2.7M · 7 participants
JAMES N. ONG, DMD. P.A.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3B · Covers self-employed individuals
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.
JAMES N. ONG, DMD, P.A. 401(K) PROFIT SHARING PLAN
$2.7M · 2 participants
ERIC T. MOSKOWITZ, DDS, PA
ERIC T. MOSKOWITZ, DDS, PA 401(K) PLAN
$2.7M · 7 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
