Original filing (PDF)20260217131014NAL0007893378001

FRED LEE, MD PC

Name: FRED LEE, MD PC — FRED LEE, MD PC RETIREMENT PLAN, Form 5500 (2024)
Creator: FRED LEE, MD PC

Form 5500-SF

FILING_RECEIVED

FRED LEE, MD PC RETIREMENT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

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 FRED LEE, MD PC.

Plan sponsor

Name

FRED LEE, MD PC

EIN

13-4368189

Address

PO BOX 1013 · SYOSSET, NY · 117910080

Phone

(516) 364-8414

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-12-31

Tax period

2025-12-30

Filed

2026-02-17

Pension benefit codes

1A · Pay-related DB formula

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

Related plans

Similar-size Other Services (ex. Public Admin) plans

ENGINEERS WITHOUT BORDERS-USA

ENGINEERS WITHOUT BORDERS-USA 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 28 participants

PA ASSOC OF CONSERVATION DISTRIC

PA ASSOC OF CONSERVATION DISTR 401(K) PROFIT SHARING PLAN & TRU

$1.8M · 18 participants

DODGE CITY VETERINARY CLINIC, INC.

DODGE CITY VETERINARY CLINIC 401(K) RETIREMENT PLAN

$1.8M · 25 participants

ENVIRONMENT NEXT INC

ENVIRONMENT NEXT INC 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 3 participants

TJV LOGISTICS, INC.