LEE ANN M. KLAUSNER, M.D., PLLC PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
92
/ 100
Grade A
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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEE ANN M. KLAUSNER, M.D., PLLC.
Plan sponsor
Name
LEE ANN M. KLAUSNER, M.D., PLLC
EIN
20-1541952
Address
1050 PARK AVE. · SUITE 1B · NEW YORK, NY · 10028
Phone
(212) 288-1011
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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.
