How big is James LI, MD, PLLC's plan?

James LI, MD, PLLC's plan reported $2.7M in assets and 5 participants for 2024.

Original filing (PDF)20250730063448NAL0001741699001

James LI, MD, PLLC

Name: James LI, MD, PLLC — James LI, MD, PLLC Profit, Form 5500 (2024)
Creator: James LI, MD, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James LI, MD, PLLC Profit Sharing Plan

401(k) retirement plan · James LI, MD, PLLC's James LI, MD, PLLC Profit Sharing Plan held $2.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

James LI, MD, PLLC's EIN is 58-2667112.

EIN 58-2667112

Plan number 004

Plan year 2024

ACK ID 20250730063448NAL0001741699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James LI, MD, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James LI, MD, PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES LI, MD, PLLC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JAMES LI, MD, PLLC

EIN

all filings

Address

128 MOTT STREET · SUITE 608 · NEW YORK, NY · 10013

Phone

(212) 343-8329

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator