Original filing (PDF)20260518214447NAL0000469793001

Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors

Name: Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors — Form 5500 Plan 002 (2025)
Creator: Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Johnson Capital Management, L.L.C.Profit Sharing Plan

401(k) retirement plan · Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors' Lee Johnson Capital Management, L.L.C.Profit Sharing Plan held $2.7M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors' EIN is 26-2503106.

EIN 26-2503106

Plan number 002

Plan year 2025

ACK ID 20260518214447NAL0000469793001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lee Johnson Capital Management, L.L.C. DBA Overridge Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE JOHNSON CAPITAL MANAGEMENT, L.L.C. DBA OVERRIDGE WEALTH ADVISORS.

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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