Original filing (PDF)20250502091447NAL0006756224001

JEFFREY J.K. LEE, M. D., INC.

Name: JEFFREY J.K. LEE, M. D., INC. — JEFFREY J. K. LEE, M. D. , INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEFFREY J.K. LEE, M. D., INC.

Form 5500-SF

FILING_RECEIVED

JEFFREY J. K. LEE, M. D. , INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

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 JEFFREY J.K. LEE, M. D., INC..

Plan sponsor

Name

JEFFREY J.K. LEE, M. D., INC.

EIN

99-0321011

Address

1380 LUSITANA STREET · SUITE 407 · HONOLULU, HI · 96813

Phone

(808) 792-8833

Industry

Offices of Physicians· Health Care & Social Assistancesee 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

2025-05-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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