How big is The Lee Accountancy Group, Inc.'s plan?

The Lee Accountancy Group, Inc.'s plan reported $149K in assets and 2 participants for 2024.

Original filing (PDF)20251013165432NAL0000851747001

The Lee Accountancy Group, Inc.

Name: The Lee Accountancy Group, Inc. — The Lee Accountanc, Form 5500 (2024)
Creator: The Lee Accountancy Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Lee Accountancy Group, Inc. Defined Benefit Plan

Defined-benefit pension plan · The Lee Accountancy Group, Inc.'s The Lee Accountancy Group, Inc. Defined Benefit Plan held $149K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

People on this filing

JONG Lee signed The Lee Accountancy Group, Inc.'s 2024 Form 5500 as plan administrator.

JONG Lee — 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

The Lee Accountancy Group, Inc.'s EIN is 80-0387122.

EIN 80-0387122

Plan number 002

Plan year 2024

ACK ID 20251013165432NAL0000851747001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Lee Accountancy Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Lee Accountancy Group, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE LEE ACCOUNTANCY GROUP, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off