How big is Michael G. LIM, M.D.'s plan?

Michael G. LIM, M.D.'s plan reported $4.2M in assets and 4 participants for 2024.

Original filing (PDF)20250918155627NAL0001720736001

Michael G. LIM, M.D.

Name: Michael G. LIM, M.D. — Michael LIM 401(k) Plan, Form 5500 (2024)
Creator: Michael G. LIM, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael LIM 401(k) Plan

401(k) retirement plan · Michael G. LIM, M.D.'s Michael LIM 401(k) Plan held $4.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

JUDY Villanueva signed Michael G. LIM, M.D.'s 2024 Form 5500 as plan administrator.

JUDY Villanueva — 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

Michael G. LIM, M.D.'s EIN is 85-0410986.

EIN 85-0410986

Plan number 001

Plan year 2024

ACK ID 20250918155627NAL0001720736001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Michael G. LIM, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Michael G. LIM, M.D.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

MICHAEL G. LIM, M.D.

EIN

all filings

Address

2402 W. PIERCE STREET, SUITE 1B · CARLSBAD, NM · 88220

Phone

(575) 887-5325

Industry

Health Care & Social Assistance

Plan administrator