Original filing (PDF)20251013164943NAL0002455536001

KIM & LEE, LLP

Name: KIM & LEE, LLP — KIM & LEE, LLP 401(K) PLAN, Form 5500 (2024)
Creator: KIM & LEE, LLP

Form 5500-SF

FILING_RECEIVED

KIM & LEE, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIM & LEE, LLP.

Plan sponsor

Name

KIM & LEE, LLP

EIN

20-8786289

Address

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

Phone

(213) 387-6000

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-10-13

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

Related plans

Similar-size CPA Offices plans

CONNOLLY, SWITAJ, FOGLER & CO. LLP

CONNOLLY, SWITAJ, FOGLER & CO. LLP 401(K) PLAN

$1.7M · 7 participants

DICKINSON & CO. CPA

DICKINSON & CO. CPA 401K PLAN

$1.7M · 5 participants

KOBAYASHI & COMPANY

KOBAYASHI & COMPANY 401(K) PLAN

$1.7M · 2 participants

KHOO & COMPANY, INC.

KHOO & COMPANY, INC. 401(K) PLAN

$1.7M · 5 participants

PINEIDER, FORD & ASSOCIATES, PLLC

PINEIDER, FORD 401(K) PLAN

$1.7M · 22 participants