LEE A. HEILER, JR., CPA, INC. EMPLOYEES PENSION PLAN

[ EIN: 04-2603713 | Plan No. 002 ]

Form 5500 filing classifies LEE A. HEILER, JR., CPA, INC. EMPLOYEES PENSION PLAN as a Money Purchase plan, sponsored by LEE A. HEILER, JR., CPA, INC. The plan is a Small Plan with 2 participants and total assets of $1,357,710 reported for the 2019 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: LEE A. HEILER, JR., CPA, INC

Location: 3 VILLAGE GRN N STE C6, PLYMOUTH, MA 02360

EIN: 042603713

Plan Number: 002

Plan Year: 2019

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Money Purchase

Participants: 2

Total Assets: $1,357,710

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