How big is KIM & Lee, LLP's plan?

KIM & Lee, LLP's plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20251013164943NAL0002455536001

KIM & Lee, LLP

Name: KIM & Lee, LLP — KIM & Lee, LLP 401(k) Plan, Form 5500 (2024)
Creator: KIM & Lee, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

KIM & Lee, LLP 401(k) Plan

401(k) retirement plan · KIM & Lee, LLP's KIM & Lee, LLP 401(k) Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

KIM & Lee, LLP's EIN is 20-8786289.

EIN 20-8786289

Plan number 002

Plan year 2024

ACK ID 20251013164943NAL0002455536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KIM & Lee, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

KIM & Lee, LLP's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KIM & LEE, LLP.

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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.

Plan sponsor

Name

KIM & LEE, LLP

EIN

all filings

Address

2207 W. 190TH STREET · TORRANCE, CA · 90504

Phone

(213) 387-6000

Industry

CPA Offices· Professional & Technical Services

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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