How big is Jay K. Lee, M.D., APC's plan?

Jay K. Lee, M.D., APC's plan reported $2.3M in assets and 7 participants for 2025.

Original filing (PDF)20260326130805NAL0010560818001

Jay K. Lee, M.D., APC

Name: Jay K. Lee, M.D., APC — Jay K. Lee, M.D., APC 401(k), Form 5500 (2025)
Creator: Jay K. Lee, M.D., APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jay K. Lee, M.D., APC 401(k) Profit Sharing Plan

401(k) retirement plan · Jay K. Lee, M.D., APC's Jay K. Lee, M.D., APC 401(k) Profit Sharing Plan held $2.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Isaiah Brown signed Jay K. Lee, M.D., APC's 2025 Form 5500 as plan administrator.

Isaiah Brown — 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

Jay K. Lee, M.D., APC's EIN is 90-0340154.

EIN 90-0340154

Plan number 001

Plan year 2025

ACK ID 20260326130805NAL0010560818001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jay K. Lee, M.D., APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jay K. Lee, M.D., APC'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 JAY K. LEE, M.D., APC.

Finding similar companies…

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