How big is PEN H. Lee, M.D., Inc.'s plan?

PEN H. Lee, M.D., Inc.'s plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20251014133317NAL0001426835001

PEN H. Lee, M.D., Inc.

Name: PEN H. Lee, M.D., Inc. — PEN H. Lee, M.D., Inc., Form 5500 (2024)
Creator: PEN H. Lee, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PEN H. Lee, M.D., Inc. Defined Benefit Plan

Defined-benefit pension plan · PEN H. Lee, M.D., Inc.'s PEN H. Lee, M.D., Inc. Defined Benefit Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

PEN H. Lee, M.D., Inc.'s EIN is 95-4830772.

EIN 95-4830772

Plan number 004

Plan year 2024

ACK ID 20251014133317NAL0001426835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PEN H. Lee, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PEN H. Lee, M.D., Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

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

Knocking points off