How big is LK CPAS LLC's plan?

LK CPAS LLC's plan reported $952K in assets and 5 participants for 2024.

Original filing (PDF)20251013114108NAL0002702786001

LK CPAS LLC

Name: LK CPAS LLC — LK CPA Group Cash Balance Plan, Form 5500 (2024)
Creator: LK CPAS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LK CPA Group Cash Balance Plan

Defined-benefit pension plan · LK CPAS LLC's LK CPA Group Cash Balance Plan held $952K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$952K

Net assets (EOY)

$952K

People on this filing

HYE J. Lee signed LK CPAS LLC's 2024 Form 5500 as plan administrator.

HYE J. 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

LK CPAS LLC's EIN is 83-2719264.

EIN 83-2719264

Plan number 001

Plan year 2024

ACK ID 20251013114108NAL0002702786001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LK CPAS LLC'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 LK CPAS LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LK CPAS LLC

EIN

all filings

Address

4365 US 1 SOUTH, SUITE 206 · PRINCETON, NJ · 08540

Phone

(609) 919-9207

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

2025-10-13

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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