How big is Lee Law Offices, P.A.'s plan?

Lee Law Offices, P.A.'s plan reported $3.2M in assets and 7 participants for 2024.

Original filing (PDF)20250626185431NAL0008835633001

Lee Law Offices, P.A.

Name: Lee Law Offices, P.A. — Lee Law Offices 401(k) Plan, Form 5500 (2024)
Creator: Lee Law Offices, P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Law Offices 401(k) Plan

401(k) retirement plan · Lee Law Offices, P.A.'s Lee Law Offices 401(k) Plan held $3.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

ANN Baker signed Lee Law Offices, P.A.'s 2024 Form 5500 as plan administrator.

ANN Baker — 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

Lee Law Offices, P.A.'s EIN is 56-2015407.

EIN 56-2015407

Plan number 001

Plan year 2024

ACK ID 20250626185431NAL0008835633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee Law Offices, P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Law Offices, P.A.'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 LEE LAW OFFICES, P.A..

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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