· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KIM LEE CPA'S LLP — KIM LEE & CO. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250909155022NAL0020406369001
KIM LEE CPA'S LLP
Form 5500-SF
FILING_RECEIVED
KIM LEE & CO. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KIM LEE CPA'S LLP
.
Find decision makers
Plan sponsor
Name
KIM LEE CPA'S LLP
EIN
11-2883955
Address
663 GRAND AVENUE, STE 3 · RIDGEFIELD, NJ · 07657
Phone
(212) 563-2727
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
TIMPE CPAS, LLC
TIMPE CPAS, LLC 401(K) SAVINGS PLAN
$2.1M · 16 participants
DAMORE, HAMRIC & SCHNEIDER, INC.
DAMORE, HAMRIC & SCHNEIDER, INC. 401(K) PROFIT SHARING PLAN
$2.1M · 8 participants
MORICE, LIST AND ASSOCIATES, LLC
MORICE, LIST AND ASSOCIATES LLC 401(K) PLAN
$2.1M · 20 participants
GLESSNER & ASSOCIATES, PLLC
GLESSNER & ASSOCIATES, PLLC 401K PROFIT SHARING PLAN
$2.1M · 8 participants
KENNY & KENNY, P.C.
KENNY & KENNY, P.C. PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$2.1M · 7 participants
SMITH PATRICK PC
SMITH PATRICK PC RETIREMENT PLAN
$2.1M · 20 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants
