How big is Samuel K. Lee, M.D., Inc.'s plan?

Samuel K. Lee, M.D., Inc.'s plan reported $758K in assets and 3 participants for 2024.

Original filing (PDF)20250819223719NAL0004493552001

Samuel K. Lee, M.D., Inc.

Name: Samuel K. Lee, M.D., Inc. — Samuel K. Lee, M.D., Form 5500 (2024)
Creator: Samuel K. Lee, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samuel K. Lee, M.D., Inc. Profit Sharing Plan

Defined-contribution retirement plan · Samuel K. Lee, M.D., Inc.'s Samuel K. Lee, M.D., Inc. Profit Sharing Plan held $758K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

People on this filing

Samuel K. Lee signed Samuel K. Lee, M.D., Inc.'s 2024 Form 5500 as plan administrator.

Samuel K. Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Samuel K. Lee, M.D., Inc.'s EIN is 04-3684692.

EIN 04-3684692

Plan number 002

Plan year 2024

ACK ID 20250819223719NAL0004493552001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samuel K. Lee, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samuel K. Lee, M.D., Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMUEL K. LEE, M.D., INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SAMUEL K. LEE, M.D., INC.

EIN

all filings

Address

266 SOUTH HARVARD BLVD · STE 366 · LOS ANGELES, CA · 90004

Phone

(213) 413-2622

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator