Original filing (PDF)20240712213805NAL0027990960001

GEORGE LEE III

Name: GEORGE LEE III — GEORGE LEE III MEDOVA LIFESTYLE HEALTH PLAN, Form 5500 (2022)
Creator: GEORGE LEE III

Form 5500-SF

FILING_RECEIVED

GEORGE LEE III MEDOVA LIFESTYLE HEALTH PLAN

Health & welfare plan

Signals · 1

Late filing · 3.9 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

-$7K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEORGE LEE III.

Plan sponsor

Name

GEORGE LEE III

EIN

83-2831211

Address

75060 ROAD 342 1/2 · ELSIE, NE · 691344061

Phone

(208) 228-2232

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Name

RECEIVERSHIP MANAGEMENT, INC.

EIN

20-0200514

City

MADISON, TN

Phone

(615) 370-0051

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2024-07-12

Welfare benefit codes

4A · Health (other than dental or vision)

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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