How big is Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.'s plan?

Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.'s plan reported $3.9M in assets and 4 participants for 2024.

Original filing (PDF)20250814100630NAL0009525761001

Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.

Name: Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C. — Form 5500 Plan 001 (2024)
Creator: Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C. Profit Sharing Plan

Defined-contribution retirement plan · Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.'s Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C. Profit Sharing Plan held $3.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Stephen Lee signed Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.'s 2024 Form 5500 as plan administrator.

Stephen 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

Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.'s EIN is 11-3328216.

EIN 11-3328216

Plan number 001

Plan year 2024

ACK ID 20250814100630NAL0009525761001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin S. Lee, M.D. & Stephen S. Lee, M.D., P.C.'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 KEVIN S. LEE, M.D. & STEPHEN S. LEE, M.D., P.C..

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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 (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

KEVIN S. LEE, M.D. & STEPHEN S. LEE, M.D., P.C.

EIN

all filings

Address

27-04 PARSONS BOULEVARD · FLUSHING, NY · 11354

Phone

(718) 321-9090

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator