Original filing (PDF)20250217054724NAL0001448321001

CAROL K. LEE, MD

Name: CAROL K. LEE, MD — CAROL K. LEE, MD PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: CAROL K. LEE, MD

Form 5500-SF

FILING_RECEIVED

CAROL K. LEE, MD PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAROL K. LEE, MD.

Plan sponsor

Name

CAROL K. LEE, MD

EIN

94-3159995

Address

1518 NORIEGA STREET · SAN FRANCISCO, CA · 94122

Phone

(415) 566-7556

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

2025-02-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

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