Original filing (PDF)20250505173815NAL0005365043001

LEE YOUNG AND UBALDO ORTHODONTICS

Name: LEE YOUNG AND UBALDO ORTHODONTICS — LEE YOUNG AND UBALDO ORTHODONTICS 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LEE YOUNG AND UBALDO ORTHODONTICS

Form 5500-SF

FILING_RECEIVED

LEE YOUNG AND UBALDO ORTHODONTICS 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE YOUNG AND UBALDO ORTHODONTICS.

Plan sponsor

Name

LEE YOUNG AND UBALDO ORTHODONTICS

EIN

94-3245385

Address

3501 CALIFORNIA STREET SUITE 202 · SAN FRANCISCO, CA · 94118

Phone

(415) 751-1700

Industry

Offices of Dentists· Health Care & Social Assistancesee 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

2025-05-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JEFFERY-MOHR DENTISTRY, INC.

JEFFERY-MOHR DENTISTRY, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST

$3.3M · 5 participants

CORNERSTONE DENTAL ASSOCIATES

CORNERSTONE DENTAL ASSOCIATES 401(K) PLAN

$3.3M · 17 participants

RICHARD W.OLIVER, JR., D.M.D., P.A.

RICHARD W. OLIVER, JR. 401(K) PROFIT SHARING PLAN

$3.3M · 4 participants

AVON DENTAL CENTRE, INC.

AVON DENTAL CENTRE INC. 401(K) P/S PLAN

$3.3M · 15 participants

STOWE FAMILY DENTISTRY, P.C.