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

JOAN LI, M.D., P.C.'s plan reported $154K in assets and 5 participants for 2025.

Original filing (PDF)20260424112750NAL0003151699001

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

Name: JOAN LI, M.D., P.C. — JOAN LI, M.D., P.C. Profit, 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. Profit Sharing Plan

Defined-contribution retirement plan · JOAN LI, M.D., P.C.'s JOAN LI, M.D., P.C. Profit Sharing Plan held $154K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan identifiers

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

EIN 11-3681295

Plan number 002

Plan year 2025

ACK ID 20260424112750NAL0003151699001

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 profit-sharing.

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