Lee Zhao Dmd PC DB Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Lee Zhao Dmd PC
  • Sponsor EIN: 260519664
  • Sponsor Address: 2055 BEAVER RUIN ROAD, STE E, NORCROSS, GA, 30071
  • Plan Type: DB
  • Total Participants: 4
  • Total Assets: $1.9M

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.
20234$1.9M$362,000$0
20223$1.8M$220,000$0

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