How big is Donna L. Leong, DDS' plan?

Donna L. Leong, DDS' plan reported $1.2M in assets and 1 participants for 2024.

Original filing (PDF)20251002161647NAL0000701761001

Donna L. Leong, DDS

Name: Donna L. Leong, DDS — Donna L. Leong, DDS Profit, Form 5500 (2024)
Creator: Donna L. Leong, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donna L. Leong, DDS Profit Sharing Plan

401(k) retirement plan · Donna L. Leong, DDS' Donna L. Leong, DDS Profit Sharing Plan held $1.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Donna L Leong signed Donna L. Leong, DDS' 2024 Form 5500 as plan administrator.

Donna L Leong — 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

Donna L. Leong, DDS' EIN is 94-3048408.

EIN 94-3048408

Plan number 001

Plan year 2024

ACK ID 20251002161647NAL0000701761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Donna L. Leong, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Donna L. Leong, DDS' 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 DONNA L. LEONG, DDS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

DONNA L. LEONG, DDS

EIN

all filings

Address

255 N. SAN MATEO DRIVE · SUITE 1 · SAN MATEO, CA · 94401

Phone

(650) 344-1183

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator