KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP
Form 5500-SF
FILING_RECEIVED
DESERT LAW GROUP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score
100
/ 100
Grade A
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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP.
Plan sponsor
Name
KIMBERLY T. LEE, A PROFESSIONAL LAW CORPORATION DBA DESERT LAW GROUP
EIN
26-2951243
Address
74916 HIGHWAY 111 · INDIAN WELLS, CA · 92210
Phone
(760) 776-9977
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-02-18
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
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.
