How big is ALAN J. Lee, PSY.D., LLC's plan?

ALAN J. Lee, PSY.D., LLC's plan reported $432K in assets and 3 participants for 2024.

Original filing (PDF)20251010164611NAL0008496481001

ALAN J. Lee, PSY.D., LLC

Name: ALAN J. Lee, PSY.D., LLC — ALAN J. Lee, PSY.D., LLC, Form 5500 (2024)
Creator: ALAN J. Lee, PSY.D., LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN J. Lee, PSY.D., LLC 401(k) Profit Sharing Plan

401(k) retirement plan · ALAN J. Lee, PSY.D., LLC's ALAN J. Lee, PSY.D., LLC 401(k) Profit Sharing Plan held $432K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$432K

Net assets (EOY)

$432K

Plan identifiers

ALAN J. Lee, PSY.D., LLC's EIN is 60-0002206.

EIN 60-0002206

Plan number 001

Plan year 2024

ACK ID 20251010164611NAL0008496481001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALAN J. Lee, PSY.D., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN J. Lee, PSY.D., LLC'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 ALAN J. LEE, PSY.D., LLC.

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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