How big is JOAN LI, M.D., P.C.'s plan?

JOAN LI, M.D., P.C.'s plan reported $984K in assets and 5 participants for 2025.

Original filing (PDF)20260424111614NAL0005685249001

JOAN LI, M.D., P.C.

Name: JOAN LI, M.D., P.C. — JOAN LI, M.D., P.C. Defined, Form 5500 (2025)
Creator: JOAN LI, M.D., P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JOAN LI, M.D., P.C. Defined Benefit Plan

Defined-benefit pension plan · JOAN LI, M.D., P.C.'s JOAN LI, M.D., P.C. Defined Benefit Plan held $984K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$984K

Net assets (EOY)

$984K

Plan identifiers

JOAN LI, M.D., P.C.'s EIN is 11-3681295.

EIN 11-3681295

Plan number 001

Plan year 2025

ACK ID 20260424111614NAL0005685249001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for JOAN LI, M.D., P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

JOAN LI, M.D., P.C.'s plan includes a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score