Original filing (PDF)20240423151745NAL0008244275001

Lee Mortgage Group

Name: Lee Mortgage Group — Lee Mortgage Group Cash Balance, Form 5500 (2023)
Creator: Lee Mortgage Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Mortgage Group Cash Balance Plan

Defined-benefit pension plan · Lee Mortgage Group's Lee Mortgage Group Cash Balance Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Lee Mortgage Group's EIN is 27-3505290.

EIN 27-3505290

Plan number 002

Plan year 2023

ACK ID 20240423151745NAL0008244275001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Lee Mortgage Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Lee Mortgage Group's plan includes a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score