Original filing (PDF)20250908093228NAL0019284257001

BOO W. Lee, M.D.

Name: BOO W. Lee, M.D. — BOO W. Lee, M.D. Defined Benefit, Form 5500 (2024)
Creator: BOO W. Lee, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BOO W. Lee, M.D. Defined Benefit Pension Plan

Defined-benefit pension plan · BOO W. Lee, M.D.'s BOO W. Lee, M.D. Defined Benefit Pension Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

BOO W. Lee, M.D.'s EIN is 94-2836953.

EIN 94-2836953

Plan number 001

Plan year 2024

ACK ID 20250908093228NAL0019284257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BOO W. Lee, M.D.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

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

Plan sponsor

Name

BOO W. LEE, M.D.

EIN

all filings

Address

2040 FOREST AVENUE, SUITE 3 · SAN JOSE, CA · 95128

Phone

(408) 977-1310

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-30

Filed

2025-09-08

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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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