Original filing (PDF)20240419120924NAL0004174771001

ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW

Name: ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW — ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN, Form 5500 (2023)
Creator: ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW

Form 5500-SF

FILING_RECEIVED

ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW DEFINED CONTRIBUTION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW.

Plan sponsor

Name

ALAN LEE AND ARTHUR LEE, ATTORNEYS AT LAW

EIN

13-3115888

Address

408 EIGHTH AVENUE · NEW YORK, NY · 10001

Phone

(212) 564-9496

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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