How big is Kevin LI Accountancy Corp.'s plan?

Kevin LI Accountancy Corp.'s plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20251015113945NAL0006133248001

Kevin LI Accountancy Corp.

Name: Kevin LI Accountancy Corp. — Kevin LI Accountancy, Form 5500 (2024)
Creator: Kevin LI Accountancy Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kevin LI Accountancy Corp. Defined Benefit Pension Plan

Defined-benefit pension plan · Kevin LI Accountancy Corp.'s Kevin LI Accountancy Corp. Defined Benefit Pension Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Kevin LI Accountancy Corp.'s EIN is 95-4728104.

EIN 95-4728104

Plan number 003

Plan year 2024

ACK ID 20251015113945NAL0006133248001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kevin LI Accountancy Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kevin LI Accountancy Corp.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score