How big is Lee ANN M. Klausner, M.D., PLLC's plan?

Lee ANN M. Klausner, M.D., PLLC's plan reported $1.4M in assets and 1 participants for 2024.

Original filing (PDF)20250603095159NAL0010588081001

Lee ANN M. Klausner, M.D., PLLC

Name: Lee ANN M. Klausner, M.D., PLLC — Lee ANN M., Form 5500 (2024)
Creator: Lee ANN M. Klausner, M.D., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee ANN M. Klausner, M.D., PLLC Profit Sharing Plan

Defined-contribution retirement plan · Lee ANN M. Klausner, M.D., PLLC's Lee ANN M. Klausner, M.D., PLLC Profit Sharing Plan held $1.4M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Lee ANN M. Klausner, M.D., PLLC's EIN is 20-1541952.

EIN 20-1541952

Plan number 002

Plan year 2024

ACK ID 20250603095159NAL0010588081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee ANN M. Klausner, M.D., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee ANN M. Klausner, M.D., PLLC's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE ANN M. KLAUSNER, M.D., PLLC.

Finding similar companies…

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