Original filing (PDF)20240719182348NAL0011950512001

DAVID M. LEE, PC

Name: DAVID M. LEE, PC — DAVID M. LEE, PC CASH BALANCE PLAN, Form 5500 (2023)
Creator: DAVID M. LEE, PC

Form 5500-SF

FILING_RECEIVED

DAVID M. LEE, PC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID M. LEE, PC.

Plan sponsor

Name

DAVID M. LEE, PC

EIN

76-0305853all filings

Address

11403 BARKER CYPRESS RD.,STE J#191 · SUITE J #191 · CYPRESS, TX · 77433

Phone

(713) 773-1100

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-19

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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

Related plans

Similar-size CPA Offices plans

BWTP P.C.

BWTP P.C. 401(K) PROFIT SHARING PLAN

FORVIS, LLP

DIXON HUGHES GOODMAN LLP CASH BALANCE PLAN

LOGIE CPA, P.C.

LOGIE CPA, P.C. 401(K) PLAN

BRUNO, P.C.

BRUNO, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

JUNG NOVIKOFF & STEVENS, L.L.P.

JUNG NOVIKOFF & STEVENS, L.L.P., 401(K) & PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.