Original filing (PDF)20241003161208NAL0017559856001

CHANG S. LEE, M.D.

Name: CHANG S. LEE, M.D. — CHANG S. LEE, M.D. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: CHANG S. LEE, M.D.

Form 5500-SF

FILING_RECEIVED

CHANG S. LEE, M.D. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

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.

Decision-maker contacts

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

Plan sponsor

Name

CHANG S. LEE, M.D.

EIN

11-3339364all filings

Address

671 BALDWIN PL · MAMARONECK, NY · 105432106

Phone

(646) 645-7551

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

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

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