How big is James Lee, M.D. P.C.'s plan?

James Lee, M.D. P.C.'s plan reported $1.3M in assets and 25 participants for 2023.

Original filing (PDF)20241015141013NAL0029921633001

James Lee, M.D. P.C.

Name: James Lee, M.D. P.C. — Lee Eye Institute 401(k) Plan, Form 5500 (2023)
Creator: James Lee, M.D. P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Eye Institute 401(k) Plan

401(k) retirement plan · James Lee, M.D. P.C.'s Lee Eye Institute 401(k) Plan held $1.3M in plan assets for 25 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

James Lee, M.D. P.C.'s EIN is 20-8727525.

EIN 20-8727525

Plan number 001

Plan year 2023

ACK ID 20241015141013NAL0029921633001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for James Lee, M.D. P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

James Lee, M.D. P.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off