Original filing (PDF)20251015071933NAL0008445586003

JAMES M. LEE, JR. MD, PA

Name: JAMES M. LEE, JR. MD, PA — JAMES M. LEE, JR. MD, PA PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JAMES M. LEE, JR. MD, PA

Form 5500-SF

FILING_RECEIVED

JAMES M. LEE, JR. MD, PA PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$264K

Net assets (EOY)

$264K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES M. LEE, JR. MD, PA.

Plan sponsor

Name

JAMES M. LEE, JR. MD, PA

EIN

26-3376808all filings

Address

81 NORTHFIELD AVENUE · SUITE 304 · WEST ORANGE, NJ · 07052

Phone

(973) 493-2171

Industry