Original filing (PDF)20251013140209NAL0002137232001

ELIZABETH S. LEE, M.D., A P.C.

Name: ELIZABETH S. LEE, M.D., A P.C. — ELIZABETH S. LEE, M.D., A P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ELIZABETH S. LEE, M.D., A P.C.

Form 5500-SF

FILING_RECEIVED

ELIZABETH S. LEE, M.D., A P.C. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 ELIZABETH S. LEE, M.D., A P.C..

Plan sponsor

Name

ELIZABETH S. LEE, M.D., A P.C.

EIN

94-3289366

Address

3800 MT. DIABLO BLVD., SUITE 102 · LAFAYETTE, CA · 94549

Phone

(925) 299-1985

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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