How big is Lee CPA Audit Group's plan?

Lee CPA Audit Group's plan reported $331K in assets and 10 participants for 2024.

Original filing (PDF)20251015183236NAL0007049280005

Lee CPA Audit Group

Name: Lee CPA Audit Group — Lee CPA Audit Group Cash, Form 5500 (2024)
Creator: Lee CPA Audit Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee CPA Audit Group Cash Balance Plan

Defined-benefit pension plan · Lee CPA Audit Group's Lee CPA Audit Group Cash Balance Plan held $331K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$331K

Net assets (EOY)

$331K

People on this filing

SUNG Lee signed Lee CPA Audit Group's 2024 Form 5500 as plan administrator.

SUNG 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

Lee CPA Audit Group's EIN is 81-4637885.

EIN 81-4637885

Plan number 002

Plan year 2024

ACK ID 20251015183236NAL0007049280005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lee CPA Audit Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lee CPA Audit Group's plan includes a cash-balance formula.

Decision-maker contacts

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

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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