How big is Jonathon Everett Lee, D.D.S., Inc.'s plan?

Jonathon Everett Lee, D.D.S., Inc.'s plan reported $7.1M in assets and 11 participants for 2024.

Original filing (PDF)20250312150755NAL0030617328001

Jonathon Everett Lee, D.D.S., Inc.

Name: Jonathon Everett Lee, D.D.S., Inc. — Jonathon, Form 5500 (2024)
Creator: Jonathon Everett Lee, D.D.S., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathon Everett Lee, D.D.S., Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Jonathon Everett Lee, D.D.S., Inc.'s Jonathon Everett Lee, D.D.S., Inc. 401(k) Profit Sharing Plan held $7.1M in plan assets for 11 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Jonathon Lee signed Jonathon Everett Lee, D.D.S., Inc.'s 2024 Form 5500 as plan administrator.

Jonathon Lee — 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

Jonathon Everett Lee, D.D.S., Inc.'s EIN is 94-3358524.

EIN 94-3358524

Plan number 002

Plan year 2024

ACK ID 20250312150755NAL0030617328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jonathon Everett Lee, D.D.S., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jonathon Everett Lee, D.D.S., Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHON EVERETT LEE, D.D.S., INC..

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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

Knocking points off