How big is Erwin J. Lee's plan?

Erwin J. Lee's plan reported $67K in assets and 4 participants for 2024.

Original filing (PDF)20250711200133NAL0009923616001

Erwin J. Lee

Name: Erwin J. Lee — Erwin J. Lee Profit Sharing Plan, Form 5500 (2024)
Creator: Erwin J. Lee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erwin J. Lee Profit Sharing Plan

Defined-contribution retirement plan · Erwin J. Lee's Erwin J. Lee Profit Sharing Plan held $67K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Erwin J Lee signed Erwin J. Lee's 2024 Form 5500 as plan administrator.

Erwin J Lee — 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

Erwin J. Lee's EIN is 95-4091963.

EIN 95-4091963

Plan number 001

Plan year 2024

ACK ID 20250711200133NAL0009923616001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Erwin J. Lee's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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