Original filing (PDF)20250617140123NAL0003880706001

GORDON E. LEE

Name: GORDON E. LEE — GORDON E. LEE MD MONEY PURCHASE PENSION PLAN, Form 5500 (2024)
Creator: GORDON E. LEE

Form 5500-SF

FILING_RECEIVED

GORDON E. LEE MD MONEY PURCHASE PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

GORDON E. LEE

DBA

GORDON E. LEE MD

EIN

94-2676365all filings

Address

2850 PLEASANT VALLEY RD · APTOS, CA · 950039785

Phone

(831) 345-0779

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-17

Pension benefit codes

2C · Money purchase (other than target benefit)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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