Retirement plan

JOHN LEE MD, LLC RETIREMENT PLAN

Name: JOHN LEE MD LLC - JOHN LEE MD, LLC RETIREMENT PLAN (2025) Form 5500
Creator: JOHN LEE MD LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHN LEE MD, LLC RETIREMENT PLAN, JOHN LEE MD LLC

JOHN LEE MD LLCEIN 82-2705344Plan #001PY 2025

4310 JOHNS CREEK PKWY - SUWANEE, GA 30024678-753-7084megelford.comLinkedIn1-10 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+32.1% from 2024

Total participants

+22.2% from 2024

Average account balance

$66,070

+8.1% from 2024

Annual return

19.67%

-17.95 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.45M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$66K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

169.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$283

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2D2E2G2J3B3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$6K

$479 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.429%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$66,070

$174,379-62.1%

$152,093-56.6%

$138,895-52.4%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

19.67%

74.86%-55.2pp

66.36%-46.7pp

145.39%-125.7pp

Employer contribution / active EE

$4,257

$4,652-8.5%

$4,175+2.0%

$4,194+1.5%

Participant deferral / active EE

$6,754

$6,159+9.7%

$5,451+23.9%

$6,396+5.6%

Admin fee / account holder

$283

$16,880-98.3%

$14,497-98.0%

$12,562-97.7%

JOHN LEE MD, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHN LEE MD, LLC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion