How big is Moon & Lee, CPAS' plan?

Moon & Lee, CPAS' plan reported $465K in assets and 7 participants for 2024.

Original filing (PDF)20250903151730NAL0015511121001

Moon & Lee, CPAS

Name: Moon & Lee, CPAS — Moon & Lee, CPAS 401(k) Plan, Form 5500 (2024)
Creator: Moon & Lee, CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moon & Lee, CPAS 401(k) Plan

401(k) retirement plan · Moon & Lee, CPAS' Moon & Lee, CPAS 401(k) Plan held $465K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

Plan identifiers

Moon & Lee, CPAS' EIN is 27-1888170.

EIN 27-1888170

Plan number 001

Plan year 2024

ACK ID 20250903151730NAL0015511121001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moon & Lee, CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moon & Lee, CPAS' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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