How big is Brian G. Lee, M.D., PLLC's plan?

Brian G. Lee, M.D., PLLC's plan reported $1.2M in assets and 78 participants for 2024.

Original filing (PDF)20250924134415NAL0008729360001

Brian G. Lee, M.D., PLLC

Name: Brian G. Lee, M.D., PLLC — Brian G. Lee, M.D., PLLC, Form 5500 (2024)
Creator: Brian G. Lee, M.D., PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian G. Lee, M.D., PLLC 401(k) Plan

401(k) retirement plan · Brian G. Lee, M.D., PLLC's Brian G. Lee, M.D., PLLC 401(k) Plan held $1.2M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Brian Lee signed Brian G. Lee, M.D., PLLC's 2024 Form 5500 as plan administrator.

Brian Lee — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brian G. Lee, M.D., PLLC's EIN is 47-4850055.

EIN 47-4850055

Plan number 001

Plan year 2024

ACK ID 20250924134415NAL0008729360001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brian G. Lee, M.D., PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brian G. Lee, M.D., PLLC's plan includes profit-sharing, 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 BRIAN G. LEE, M.D., PLLC.

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Plan health score

Above-average plan

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

Knocking points off