Original filing (PDF)20250911015624NAL0000039217001

JOANNE T. LE, D.D.S., INC.

Name: JOANNE T. LE, D.D.S., INC. — JOANNE T. LE, D.D.S., INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JOANNE T. LE, D.D.S., INC.

Form 5500-SF

FILING_RECEIVED

JOANNE T. LE, D.D.S., INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 JOANNE T. LE, D.D.S., INC..

Plan sponsor

Name

JOANNE T. LE, D.D.S., INC.

EIN

99-0320096

Address

615 PIIKOI ST STE 1404-A · HONOLULU, HI · 968143141

Phone

(808) 591-2115

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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