How big is Steven C. Lee, PLLC's plan?

Steven C. Lee, PLLC's plan reported $2.2M in assets and 1 participants for 2024.

Original filing (PDF)20251015120137NAL0004783985001

Steven C. Lee, PLLC

Name: Steven C. Lee, PLLC — Steven Lee, PLLC Cash Balance, Form 5500 (2024)
Creator: Steven C. Lee, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steven Lee, PLLC Cash Balance Plan

Defined-benefit pension plan · Steven C. Lee, PLLC's Steven Lee, PLLC Cash Balance Plan held $2.2M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Steven C. Lee, PLLC's EIN is 81-2785633.

EIN 81-2785633

Plan number 001

Plan year 2024

ACK ID 20251015120137NAL0004783985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven C. Lee, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven C. Lee, PLLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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

100

Helping the score