How big is Chang S. Lee, M.D.'s plan?

Chang S. Lee, M.D.'s plan reported $269K in assets and 5 participants for 2023.

Original filing (PDF)20241003161208NAL0017559856001

Chang S. Lee, M.D.

Name: Chang S. Lee, M.D. — Chang S. Lee, M.D. 401(k), Form 5500 (2023)
Creator: Chang S. Lee, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Chang S. Lee, M.D. 401(k) Profit Sharing Plan

401(k) retirement plan · Chang S. Lee, M.D.'s Chang S. Lee, M.D. 401(k) Profit Sharing Plan held $269K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

People on this filing

Chang Lee signed Chang S. Lee, M.D.'s 2023 Form 5500 as plan administrator.

Chang 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

Chang S. Lee, M.D.'s EIN is 11-3339364.

EIN 11-3339364

Plan number 002

Plan year 2023

ACK ID 20241003161208NAL0017559856001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Chang S. Lee, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Chang S. Lee, M.D.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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