Original filing (PDF)20251013184659NAL0000898627001

LEE & PARK CO., AN ACCOUNTANCY CORP

Name: LEE & PARK CO., AN ACCOUNTANCY CORP — LEE & PARK CASH BALANCE PENSION PLAN & TRUST, Form 5500 (2024)
Creator: LEE & PARK CO., AN ACCOUNTANCY CORP

Form 5500-SF

FILING_RECEIVED

LEE & PARK CASH BALANCE PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 LEE & PARK CO., AN ACCOUNTANCY CORP.

Plan sponsor

Name

LEE & PARK CO., AN ACCOUNTANCY CORP

EIN

95-4533828

Address

3575 CAHUENGA BLVD WEST, · STE 590 · LOS ANGELES, CA · 90068

Phone

(213) 381-3787

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size CPA Offices plans

KIMBALL E. RUBIN & ASSOCIATES, LTD.

KIMBALL E. RUBIN & ASSOCIATES, LTD. CASH BALANCE PENSION PLAN AND TRUST

$1.1M · 7 participants

WILKINSON AND ASSOCIATES LLC

WILKINSON & ASSOCIATES LLC 401(K) PLAN

$1.1M · 5 participants

JTC ACCOUNTANCY CORP.

JTC ACCOUNTANCY 401(K) PLAN

$1.1M · 23 participants

J RICHARD CLAYWELL CPA

J RICHARD CLAYWELL CPA 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 5 participants

H.S. BROWN LAW, PC

AYERS & BROWN, P.C. RETIREMENT PLAN