Original filing (PDF)20230206174549NAL0025141841001

H WESLEY YEE

Name: H WESLEY YEE — YEE DENTAL DEFINED BENEFIT PLAN, Form 5500 (2022)
Creator: H WESLEY YEE

Form 5500-SF

FILING_RECEIVED

YEE DENTAL DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H WESLEY YEE.

Plan sponsor

Name

H WESLEY YEE

EIN

94-2636963all filings

Address

707 J STREET · SACRAMENTO, CA · 95814

Phone

(916) 443-8701

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-06-02

Filed

2023-02-06

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

ADT DENTAL, LTD.

ADT DENTAL EMPLOYEE PROFIT SHARING PLAN

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP.

SANTOSH S. SOLANKI, D.D.S., A PROF. DENTAL CORP. DEFINED BENEFIT PENSION PLAN

MICHAEL L. KEIM, D.D.S., P.C.

MICHAEL L. KEIM, D.D.S., P.C. CASH BALANCE PLAN AND TRUST

HOLLY DOFFING DDS PA

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C.

ENDODONTIC ASSOCIATES OF ILLINOIS, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.