Original filing (PDF)20240709120114NAL0015356817001

LAW OFFICE OF LISA A. LEE, P.A.

Name: LAW OFFICE OF LISA A. LEE, P.A. — LAW OFFICE OF LISA A. LEE 401(K) PLAN, Form 5500 (2023)
Creator: LAW OFFICE OF LISA A. LEE, P.A.

Form 5500-SF

FILING_RECEIVED

LAW OFFICE OF LISA A. LEE 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$475K

Net assets (EOY)

$475K

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.
High average account balance (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICE OF LISA A. LEE, P.A..

Plan sponsor

Name

LAW OFFICE OF LISA A. LEE, P.A.

EIN

20-8995370all filings

Address

14286 BEACH BLVD #19-194 · JACKSONVILLE, FL · 32250

Phone

(904) 223-1974

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

CHRISTIAN J. HOEY, ESQUIRE, LLC

CHRISTIAN J. HOEY, ESQUIRE, LLC 401(K) PLAN

$475K · 6 participants

VOGELZANG LAW, P.C.

VOGELZANG LAW, P.C. CASH BALANCE PLAN

$475K · 23 participants

NEHR LAW LLC

NEHR LAW LLC 401(K) PROFIT SHARING PLAN & TRUST

$475K · 5 participants

LAW OFFICE OF RACHEL LI, PLLC

LAW OFFICE OF RACHEL LI, PLLC 401(K) PLAN

$475K · 6 participants

STEVEN J FICHTENBAUM

STEVEN J FICHTENBAUM IND 401(K) PLAN #311645

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.