How big is Lee Suess, LLC's plan?

Lee Suess, LLC's plan reported $2.2M in assets and 22 participants for 2024.

Original filing (PDF)20251015085828NAL0008430338001

Lee Suess, LLC

Name: Lee Suess, LLC — Lee Suess, LLC 401(k) Plan, Form 5500 (2024)
Creator: Lee Suess, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee Suess, LLC 401(k) Plan

401(k) retirement plan · Lee Suess, LLC's Lee Suess, LLC 401(k) Plan held $2.2M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

John J. Suess signed Lee Suess, LLC's 2024 Form 5500 as plan administrator.

John J. Suess — 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 Suess, LLC's EIN is 82-2449762.

EIN 82-2449762

Plan number 001

Plan year 2024

ACK ID 20251015085828NAL0008430338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee Suess, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEE SUESS, LLC

EIN

all filings

Address

PO BOX 1387 · WILLISTON, ND · 588021387

Phone

(701) 609-5920

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Newman Town, PLLC

Newman Town, PLLC 401(k) Profit Sharing Plan

$2.2M · 10 participants

Smoker & Company

Smoker & Company 401(k) Plan

$2.2M · 32 participants

Seibel Inc. DBA Seibel and KATZ CPAS

Seibel & KATZ 401(k) Plan

$2.2M · 28 participants

Watsonrice LLP

Watsonrice LLP 401(k) Plan

$2.2M · 28 participants

Rachel Liang-TAN, CPA, Inc.

Rachel Liang-TAN, CPA, Inc. Profit Sharing Plan

$2.2M · 11 participants

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