Original filing (PDF)20250506155400NAL0006961235001

FREDERICK O. LEE, M.D.

Name: FREDERICK O. LEE, M.D. — FREDERICK O. LEE, M.D. A SOLE PROPRIETORSHIP PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FREDERICK O. LEE, M.D.

Form 5500-SF

FILING_RECEIVED

FREDERICK O. LEE, M.D. A SOLE PROPRIETORSHIP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

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 FREDERICK O. LEE, M.D..

Plan sponsor

Name

FREDERICK O. LEE, M.D.

EIN

95-4062486

Address

2155 E. VILLA STREET · PASADENA, CA · 911072452

Phone

(626) 797-7470

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3B · Covers self-employed individuals

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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