How big is James & Annette C Lee's plan?

James & Annette C Lee's plan covered 8 participants for 2022.

Original filing (PDF)20231115010445NAL0005563089001

James & Annette C Lee

Name: James & Annette C Lee — James & Annette C Lee 401(k), Form 5500 (2022)
Creator: James & Annette C Lee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James & Annette C Lee 401(k) Plan

401(k) retirement plan · James & Annette C Lee's James & Annette C Lee 401(k) Plan covered 8 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Ray CHU signed James & Annette C Lee's 2022 Form 5500 as plan administrator.

Ray CHU — 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

James & Annette C Lee's EIN is 94-2312128.

EIN 94-2312128

Plan number 001

Plan year 2022

ACK ID 20231115010445NAL0005563089001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for James & Annette C Lee from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

James & Annette C Lee'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 JAMES & ANNETTE C LEE.

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Plan health score

Above-average plan

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

Knocking points off