How big is Suzanne LI, M.D.'s plan?

Suzanne LI, M.D.'s plan reported $2.4M in assets and 1 participants for 2023.

Original filing (PDF)20241010222445NAL0010433907001

Suzanne LI, M.D.

Name: Suzanne LI, M.D. — Suzanne G. LI, M.D. Profit, Form 5500 (2023)
Creator: Suzanne LI, M.D.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Suzanne G. LI, M.D. Profit Sharing 401(k) Plan

401(k) retirement plan · Suzanne LI, M.D.'s Suzanne G. LI, M.D. Profit Sharing 401(k) Plan held $2.4M in plan assets for 1 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Suzanne LI, M.D. signed Suzanne LI, M.D.'s 2023 Form 5500 as plan administrator.

Suzanne LI, M.D. — 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

Suzanne LI, M.D.'s EIN is 94-2979953.

EIN 94-2979953

Plan number 002

Plan year 2023

ACK ID 20241010222445NAL0010433907001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Suzanne LI, M.D. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Suzanne LI, M.D.'s plan includes profit-sharing, a 401(k) feature.

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