Original filing (PDF)20250926231042NAL0008963169001

SIMON LEE M.D., A PROFESSIONAL CORP.

Name: SIMON LEE M.D., A PROFESSIONAL CORP. — SIMON LEE M.D., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMON LEE M.D., A PROFESSIONAL CORP.

Form 5500-SF

FILING_RECEIVED

SIMON LEE M.D., A PROFESSIONAL CORP. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMON LEE M.D., A PROFESSIONAL CORP..

Plan sponsor

Name

SIMON LEE M.D., A PROFESSIONAL CORP.

EIN

20-5061973

Address

1860 EL CAMINO REAL · STE 200 · BURLINGAME, CA · 94010

Phone

(415) 812-0878

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator