How big is Charles K. Lee, MD, Inc.'s plan?

Charles K. Lee, MD, Inc.'s plan reported $2.6M in assets and 3 participants for 2024.

Original filing (PDF)20251006175125NAL0002274547001

Charles K. Lee, MD, Inc.

Name: Charles K. Lee, MD, Inc. — Charles K. Lee, MD, Inc., Form 5500 (2024)
Creator: Charles K. Lee, MD, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles K. Lee, MD, Inc. Defined Benefit Plan & Trust

Defined-benefit pension plan · Charles K. Lee, MD, Inc.'s Charles K. Lee, MD, Inc. Defined Benefit Plan & Trust held $2.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Charles K. Lee, MD, Inc.'s EIN is 20-8895383.

EIN 20-8895383

Plan number 002

Plan year 2024

ACK ID 20251006175125NAL0002274547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Charles K. Lee, MD, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Charles K. Lee, MD, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off