How big is John S. Lee, CPA's plan?

John S. Lee, CPA's plan reported $1.0M in assets and 2 participants for 2024.

Original filing (PDF)20251013132141NAL0000645171001

John S. Lee, CPA

Name: John S. Lee, CPA — John S. Lee, CPA 401(k) Safe, Form 5500 (2024)
Creator: John S. Lee, CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John S. Lee, CPA 401(k) Safe Harbor Plan

401(k) retirement plan · John S. Lee, CPA's John S. Lee, CPA 401(k) Safe Harbor Plan held $1.0M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

John S. Lee, CPA's EIN is 95-4017831.

EIN 95-4017831

Plan number 001

Plan year 2024

ACK ID 20251013132141NAL0000645171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John S. Lee, CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John S. Lee, CPA's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JOHN S. LEE, CPA

EIN

all filings

Address

2075 S. ATLANTIC BLVD., STE G · MONTEREY PARK, CA · 91754

Phone

(323) 262-8800

Industry

CPA Offices· Professional & Technical Services

Plan administrator