Dora Lee, Dds, A Professional Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Dora Lee, Dds, A Professional Corporation
  • Sponsor EIN: 203103318
  • Sponsor Address: 4608 KATELLA AVENUE, SUITE 101, LOS ALAMITOS, CA, 90720
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $563,092

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20246$563,092$18,673$61,400
20236$567,346$13,381$1,200
20225$752,122$13,045$1,200

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