Wei-Chun Lee D.D.S., P.C. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wei-Chun Lee D.D.S., P.C.
  • Sponsor EIN: 363003528
  • Sponsor Address: 3811 N. BROADWAY ST, CHICAGO, IL, 606133217
  • Plan Type: DC
  • Total Participants: 6
  • Total Assets: $2.0M

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.
20246$2.0M$137,497$0
20239$1.7M$126,987$0
20229$1.4M$125,676$0

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