Original filing (PDF)20250911103334NAL0000159971001

JAE YOUNG LEE MD PC

Name: JAE YOUNG LEE MD PC — JAE YOUNG LEE MD PC EMPLOYEES PROFIT SHARING PLAN, Form 5500 (2023)
Creator: JAE YOUNG LEE MD PC

Form 5500-SF

FILING_RECEIVED

JAE YOUNG LEE MD PC EMPLOYEES PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAE YOUNG LEE MD PC.

Plan sponsor

Name

JAE YOUNG LEE MD PC

EIN

38-2180046

Address

130 WASHINGTON ST · MARINE CITY, MI · 480391680

Phone

(810) 765-8844

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-11

Pension benefit codes

2E · Profit-sharing

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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