How big is Lee ANN Penick's plan?

Lee ANN Penick's plan reported $309K in assets and 2 participants for 2024.

Original filing (PDF)20250609161428NAL0011122643001

Lee ANN Penick

Name: Lee ANN Penick — Lee ANN Penick Profit Sharing Plan, Form 5500 (2024)
Creator: Lee ANN Penick
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lee ANN Penick Profit Sharing Plan

Defined-contribution retirement plan · Lee ANN Penick's Lee ANN Penick Profit Sharing Plan held $309K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

People on this filing

Lee ANN Penick signed Lee ANN Penick's 2024 Form 5500 as plan administrator.

Lee ANN Penick — 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 ANN Penick's EIN is 84-1650852.

EIN 84-1650852

Plan number 001

Plan year 2024

ACK ID 20250609161428NAL0011122643001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Lee ANN Penick's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score