Original filing (PDF)20251003094752NAL0002038464001

LEE HUANG & ASSOCIATES P C

Name: LEE HUANG & ASSOCIATES P C — LEE HUANG & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: LEE HUANG & ASSOCIATES P C

Form 5500-SF

FILING_RECEIVED

LEE HUANG & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LEE HUANG & ASSOCIATES P C.

Plan sponsor

Name

LEE HUANG & ASSOCIATES P C

EIN

76-0696784all filings

Address

5855 SOVEREIGN DR · STE A · HOUSTON, TX · 77036

Phone

(713) 271-9600

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-15

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

R & S ACCOUNTING & CONSULTING, LTD. DBA SWARTZ & REEDER ADVISORS

SWARTZ & REEDER, LTD. 401(K) PLAN

$149K · 7 participants

GDH ENTERPRISES, INC.

GDH ENTERPRISES, INC. 401(K) PLAN

$149K · 4 participants

R&S ACCOUNTING & CONSULTING LTD

COLLABORATIVE RETIREMENT TRUST

$149K · 4 participants

LOPEZ ACOUNTING GROUP AN ACCOUNT

LOPEZ ACCOUNTING GROUP, AN ACCOUNTANCY CORPORATION 401K PLA

$149K · 3 participants

RAINEY ROYALS AND WILLIS PLLC

RAINEY ROYALS AND WILLIS PLLC RETIREMENT PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.