How big is William Lee, CPA, PLLC's plan?

William Lee, CPA, PLLC's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20250630131206NAL0028837922001

William Lee, CPA, PLLC

Name: William Lee, CPA, PLLC — William Lee, CPA 401(k), Form 5500 (2024)
Creator: William Lee, CPA, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Lee, CPA 401(k) Plan

401(k) retirement plan · William Lee, CPA, PLLC's William Lee, CPA 401(k) Plan held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

William Lee signed William Lee, CPA, PLLC's 2024 Form 5500 as plan administrator.

William 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

William Lee, CPA, PLLC's EIN is 84-3325385.

EIN 84-3325385

Plan number 001

Plan year 2024

ACK ID 20250630131206NAL0028837922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

William Lee, CPA, PLLC'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 WILLIAM LEE, CPA, PLLC.

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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