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401k Sponsoring company profile

LEE AND YOUNG ORTHODONTICS has sponsored the creation of one or more 401k plans.

Company Name:LEE AND YOUNG ORTHODONTICS
Employer identification number (EIN):943245385
NAIC Classification:621210
NAIC Description:Offices of Dentists

The following addresses have been detected on the 401k submissions:

USA Location Address
3501 CALIFORNIA STREET SUITE 202
SAN FRANCISCO
CA
94118
Date first seen: 2007-01-01
Date last seen: 2024-08-31
USA Location Address
3501 CALIFORNIA STREET, SUITE 202
SAN FRANCISCO
CA
941180000
Date first seen: 2011-05-27
Date last seen: 2019-11-19

LEE AND YOUNG ORTHODONTICS 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
001LEE AND YOUNG DDS PROFIT SHARING PLAN2012-01-01 1997-01-01
002LEE AND YOUNG DDS DEFINED BENEFIT PLAN & TRUST2016-01-01 2007-01-01
003LEE AND YOUNG DDS DEFINED CONTRIBUTION PLAN & TRUST2010-01-01 2007-01-01

401k Contributions

Contributions made to the plan for the plan year by employer(s) and employees. Schedule SB Part 4 Question 18. This is signed by an actuary:

DateType of contributionContribution
2019-04-09Employer Contributions $ 3,000
2019-04-09Employee Contributions $ 3,000
2019-03-29Employer Contributions $ 11,600
2019-03-29Employee Contributions $ 11,600
2019-03-19Employer Contributions $ 220,000
2019-03-19Employee Contributions $ 220,000
2018-04-18Employer Contributions $ 20,000
2018-04-18Employee Contributions $ 20,000
2018-04-11Employer Contributions $ 100,000
2018-04-11Employee Contributions $ 100,000
2017-04-21Employer Contributions $ 33,750
2017-04-21Employee Contributions $ 33,750
2017-04-11Employer Contributions $ 191,250
2017-04-11Employee Contributions $ 191,250
2016-03-17Employer Contributions $ 30,000
2016-03-17Employee Contributions $ 30,000
2016-03-01Employer Contributions $ 220,000
2016-03-01Employee Contributions $ 220,000
2015-04-20Employer Contributions $ 20,000
2015-04-20Employee Contributions $ 20,000
2015-03-18Employer Contributions $ 180,000
2015-03-18Employee Contributions $ 180,000
2014-04-23Employer Contributions $ 20,000
2014-04-23Employee Contributions $ 20,000
2014-04-04Employer Contributions $ 110,000
2014-04-04Employee Contributions $ 110,000
2013-04-12Employer Contributions $ 25,452
2013-04-12Employee Contributions $ 25,452
2013-03-01Employer Contributions $ 134,548
2013-03-01Employee Contributions $ 134,548
2012-04-11Employer Contributions $ 26,526
2012-04-11Employee Contributions $ 26,526
2012-04-09Employer Contributions $ 90,947
2012-04-09Employee Contributions $ 90,947
2011-04-08Employer Contributions $ 145,000
2011-04-08Employee Contributions $ 145,000

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