John K. Lee, Dds DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: John K. Lee, Dds
  • Sponsor EIN: 770172241
  • Sponsor Address: 7501 N FRESNO ST SUITE 101, FRESNO, CA, 937201319
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $979,073

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$979,073$11,263$0
20232$864,382$11,368$0
20222$733,484$11,272$0

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