How big is Lee P Thelen DDS' plan?

Lee P Thelen DDS' plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250915102706NAL0001007793001

Lee P Thelen DDS

Name: Lee P Thelen DDS — Lee P Thelen DDS 401(k) P/S Plan, Form 5500 (2024)
Creator: Lee P Thelen DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee P Thelen DDS 401(k) P/S Plan

401(k) retirement plan · Lee P Thelen DDS' Lee P Thelen DDS 401(k) P/S Plan held $1.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Leonard Thelen signed Lee P Thelen DDS' 2024 Form 5500 as plan administrator.

Leonard Thelen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lee P Thelen DDS' EIN is 91-1392328.

EIN 91-1392328

Plan number 001

Plan year 2024

ACK ID 20250915102706NAL0001007793001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee P Thelen DDS' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off